Position in UVSP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$466,900
+$101,346 QoQ
Shares Held
10,672
+0.0% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#116
of 222 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in UVSP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $313,294,370 across 127 Banks - Regional names. UVSP ranks #83 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
152,886 | $37,643,590 | |
| 2 | USB |
US Bancorp \De\
|
606,349 | $36,623,479 | |
| 3 | TFC |
Truist Financial Corp
|
598,369 | $29,810,743 | |
| 4 | CFR |
Cullen/Frost Bankers, Inc.
|
87,174 | $13,470,126 | |
| 5 | MTB |
M&T Bank Corp
|
55,678 | $13,251,920 | |
| 6 | FITB |
Fifth Third Bancorp
|
199,782 | $11,261,711 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
548,854 | $9,731,181 | |
| 8 | INDB |
Independent Bank Corp
|
98,821 | $8,273,294 |
All Filings in UVSP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,900 | 10,672 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $365,554 | 10,670 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $348,353 | 10,640 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $319,622 | 10,647 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $321,097 | 10,689 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $308,585 | 10,881 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $321,098 | 10,881 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $306,191 | 10,881 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $273,206 | 11,967 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $252,005 | 12,104 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $260,769 | 11,837 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $207,273 | 11,926 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $215,604 | 11,925 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $283,075 | 11,924 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $284,999 | 10,907 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $252,292 | 10,745 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $273,327 | 10,744 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $287,482 | 10,743 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $321,400 | 10,742 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $294,223 | 10,742 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $283,240 | 10,741 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $307,056 | 10,740 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||