Position in UVSP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$957,162
+$35,363 QoQ
Shares Held
21,878
-18.7% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#82
of 222 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UVSP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $1,303,104,266 across 175 Banks - Regional names. UVSP ranks #101 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
968,289 | $238,412,117 | |
| 2 | TFC |
Truist Financial Corp
|
4,483,086 | $223,347,344 | |
| 3 | USB |
US Bancorp \De\
|
3,203,593 | $193,497,017 | |
| 4 | RF |
Regions Financial Corp
|
2,404,667 | $72,620,943 | |
| 5 | FITB |
Fifth Third Bancorp
|
824,462 | $46,474,922 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
504,589 | $35,356,551 | |
| 7 | MTB |
M&T Bank Corp
|
134,231 | $31,948,320 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
1,505,545 | $26,693,312 |
All Filings in UVSP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $957,162 | 21,878 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $921,799 | 26,906 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,015,693 | 31,023 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $824,829 | 27,476 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $468,083 | 15,582 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $500,922 | 17,663 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $826,958 | 28,023 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $846,704 | 30,089 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $694,032 | 30,400 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $690,495 | 33,165 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $728,003 | 33,046 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $556,976 | 32,047 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $571,653 | 31,618 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $748,878 | 31,545 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $853,928 | 32,680 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $400,803 | 17,070 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $433,904 | 17,056 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $397,225 | 14,844 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $444,132 | 14,844 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $204,767 | 7,476 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||