Position in UVSP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$216,037
-$185,627 QoQ
Shares Held
4,938
-57.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#153
of 222 holders
Holding Since
Dec 2025
3 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, 2026Abacus Wealth Partners, LLC holds $11,517,270 across 17 Banks - Regional names. UVSP ranks #17 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KB |
KB Financial Group Inc.
|
21,493 | $2,255,905 | |
| 2 | AMAL |
Amalgamated Financial Corp.
|
44,406 | $2,038,235 | |
| 3 | WF |
Woori Financial Group Inc.
|
21,372 | $1,226,752 | |
| 4 | WTFC |
Wintrust Financial Corp
|
5,684 | $913,532 | |
| 5 | CIB |
Grupo Cibest S.A.
|
9,965 | $791,519 | |
| 6 | SHG |
Shinhan Financial Group Co Ltd
|
8,755 | $553,753 | |
| 7 | FITB |
Fifth Third Bancorp
|
8,478 | $477,904 | |
| 8 | BAP |
Credicorp Ltd
|
1,185 | $461,652 |
All Filings in UVSP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,037 | 4,938 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $401,664 | 11,724 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $377,001 | 11,515 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||