Position in UVSP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$34,256
+$18,600 QoQ
Shares Held
783
+71.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#171
of 222 holders
Holding Since
Dec 2021
18 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, 2026Allworth Financial LP holds $72,648,702 across 269 Banks - Regional names. UVSP ranks #98 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
229,948 | $11,456,009 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
29,556 | $7,277,278 | |
| 3 | TCBK |
Trico Bancshares /
|
129,979 | $6,999,369 | |
| 4 | COLB |
Columbia Banking System, Inc.
|
204,688 | $6,560,250 | |
| 5 | USB |
US Bancorp De
|
107,349 | $6,483,879 | |
| 6 | MTB |
M&T Bank Corp
|
24,699 | $5,878,608 | |
| 7 | CBC |
Central Bancompany, Inc.
|
162,310 | $4,930,977 | |
| 8 | FITB |
Fifth Third Bancorp
|
32,846 | $1,851,529 |
All Filings in UVSP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,256 | 783 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $15,656 | 457 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,524 | 352 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $11,107 | 370 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $7,720 | 257 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $5,189 | 183 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $7,023 | 238 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $5,965 | 212 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,196 | 140 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,623 | 126 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,929 | 133 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,355 | 78 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,012 | 56 | Shares | Sole | 2023-07-18 | |
| 2022-12-31 | $4,572 | 175 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,291 | 55 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $203 | 8 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $33,423 | 1,249 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $478 | 16 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||