Position in UVSP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,215,793
+$2,193,974 QoQ
Shares Held
96,361
+63.3% QoQ
Ownership
0.349%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#39
of 222 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UVSP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ALGERT GLOBAL LLC holds $489,692,183 across 73 Banks - Regional names. UVSP ranks #34 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WBS |
Webster Financial Corp
|
370,232 | $28,293,129 | |
| 2 | WAL |
Western Alliance Bancorporation
|
336,109 | $27,628,159 | |
| 3 | FHN |
First Horizon Corp
|
1,015,068 | $26,026,343 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
365,260 | $25,272,339 | |
| 5 | LOB |
Live Oak Bancshares, Inc.
|
586,166 | $23,939,019 | |
| 6 | FNB |
Fnb Corp/Pa/
|
1,022,038 | $19,500,485 | |
| 7 | VLY |
Valley National Bancorp
|
1,319,882 | $19,336,271 | |
| 8 | OFG |
Ofg Bancorp
|
346,607 | $17,008,005 |
All Filings in UVSP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,215,793 | 96,361 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,021,819 | 59,014 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,623,052 | 49,574 | Shares | Sole | 2026-02-17 | |
| 2023-03-31 | $501,958 | 21,144 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $586,670 | 22,452 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $527,877 | 22,482 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $504,984 | 19,850 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $501,482 | 18,740 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $500,860 | 16,740 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $565,274 | 20,638 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $206,740 | 7,840 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $234,152 | 8,190 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $276,183 | 13,420 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $341,000 | 23,730 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $383,002 | 23,730 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $386,131 | 23,660 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||