Position in UVSP
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$516,812
+$49,547 QoQ
Shares Held
15,085
+5.7% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in UVSP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CWM, LLC holds $206,561,195 across 285 Banks - Regional names. UVSP ranks #68 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
174,338 | $36,277,994 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
225,549 | $13,526,173 | |
| 3 | USB |
US Bancorp De
|
241,668 | $12,569,152 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
131,724 | $11,346,705 | |
| 5 | PB |
Prosperity Bancshares Inc
|
130,471 | $8,765,041 | |
| 6 | BPOP |
Popular, Inc.
|
44,953 | $6,031,344 | |
| 7 | TFC |
Truist Financial Corp
|
123,198 | $5,663,412 | |
| 8 | FHN |
First Horizon Corp
|
190,735 | $4,341,128 |
All Filings in UVSP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $516,812 | 15,085 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $467,265 | 14,272 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $394,222 | 13,132 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $294,512 | 9,804 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $249,397 | 8,794 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $204,917 | 6,944 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $174,355 | 6,196 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $85,178 | 3,731 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $24,838 | 1,193 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $13,834 | 628 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $10,549 | 607 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,610 | 255 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $7,454 | 314 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $10,399 | 398 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,733 | 159 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $5,011 | 197 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $36,928 | 1,380 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,662 | 89 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||