Position in UVSP
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,713
-$900 QoQ
Shares Held
50
-42.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 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, 2026Whipplewood Advisors, LLC holds $113,065 across 21 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
1,122 | $55,898 | |
| 2 | NWG |
NatWest Group plc
|
487 | $8,585 | |
| 3 | IBN |
Icici Bank Ltd
|
243 | $7,054 | |
| 4 | HDB |
Hdfc Bank Ltd
|
194 | $5,011 | |
| 5 | FITB |
Fifth Third Bancorp
|
81 | $4,565 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
17 | $4,185 | |
| 7 | NU |
Nu Holdings Ltd.
|
242 | $3,233 | |
| 8 | MTB |
M&T Bank Corp
|
13 | $3,094 |
All Filings in UVSP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,713 | 50 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $2,613 | 87 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $7,685 | 271 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,567 | 87 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||