Position in UVSP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$14,062,912
+$2,809,736 QoQ
Shares Held
321,438
-2.1% QoQ
Ownership
1.17%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#16
of 222 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in UVSP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Leeward Investments, LLC - MA holds $311,120,465 across 17 Banks - Regional names. UVSP ranks #13 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COLB |
Columbia Banking System, Inc.
|
861,441 | $27,609,184 | |
| 2 | WTFC |
Wintrust Financial Corp
|
166,177 | $26,707,967 | |
| 3 | VLY |
Valley National Bancorp
|
1,820,648 | $26,672,493 | |
| 4 | FIBK |
First Interstate Bancsystem Inc
|
618,416 | $23,846,120 | |
| 5 | ONB |
Old National Bancorp /In/
|
885,504 | $22,934,553 | |
| 6 | NBHC |
National Bank Holdings Corp
|
508,755 | $22,603,984 | |
| 7 | ASB |
Associated Banc-Corp
|
709,469 | $21,830,361 | |
| 8 | INDB |
Independent Bank Corp
|
260,345 | $21,796,083 |
All Filings in UVSP
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,062,912 | 321,438 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $11,253,176 | 328,464 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $11,050,895 | 337,535 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $10,184,285 | 339,250 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $10,420,785 | 346,897 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $10,210,309 | 360,025 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $11,085,815 | 375,663 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $11,356,628 | 403,576 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $9,244,825 | 404,942 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $7,982,221 | 383,392 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $8,808,739 | 399,852 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $6,998,665 | 402,685 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $7,844,405 | 433,872 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $10,570,970 | 445,281 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $12,214,494 | 467,451 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $11,032,852 | 469,883 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $12,183,699 | 478,919 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $13,199,878 | 493,269 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||