Position in UVSP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$21,612
+$5,613 QoQ
Shares Held
494
+5.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#177
of 222 holders
Holding Since
Dec 2024
7 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, 2026WPG Advisers, LLC holds $907,265 across 64 Banks - Regional names. UVSP ranks #12 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBN |
Icici Bank Ltd
|
5,455 | $158,358 | |
| 2 | MTB |
M&T Bank Corp
|
293 | $69,736 | |
| 3 | TFC |
Truist Financial Corp
|
1,148 | $57,193 | |
| 4 | EWBC |
East West Bancorp Inc
|
394 | $50,861 | |
| 5 | WBS |
Webster Financial Corp
|
545 | $41,648 | |
| 6 | ORRF |
Orrstown Financial Services Inc
|
775 | $31,643 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
426 | $29,474 | |
| 8 | USB |
US Bancorp \De\
|
472 | $28,508 |
All Filings in UVSP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,612 | 494 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $15,999 | 467 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $16,599 | 507 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $15,220 | 507 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $14,719 | 490 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,479 | 299 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,278 | 145 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||