Position in UVSP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,705,218
+$3,394,310 QoQ
Shares Held
290,405
+6.9% QoQ
Ownership
1.05%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#19
of 222 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UVSP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SEI INVESTMENTS CO holds $2,364,746,661 across 204 Banks - Regional names. UVSP ranks #38 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HDB |
Hdfc Bank Ltd
|
6,155,919 | $159,007,387 | |
| 2 | WBS |
Webster Financial Corp
|
1,560,544 | $119,256,771 | |
| 3 | BAP |
Credicorp Ltd
|
301,851 | $117,595,112 | |
| 4 | WTFC |
Wintrust Financial Corp
|
721,897 | $116,023,285 | |
| 5 | FITB |
Fifth Third Bancorp
|
2,010,565 | $113,335,548 | |
| 6 | USB |
US Bancorp \De\
|
1,729,005 | $104,431,901 | |
| 7 | EWBC |
East West Bancorp Inc
|
803,525 | $103,727,041 | |
| 8 | NU |
Nu Holdings Ltd.
|
7,150,182 | $95,526,430 |
All Filings in UVSP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,705,218 | 290,405 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,310,908 | 271,772 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,940,268 | 242,525 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,880,072 | 229,183 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,870,145 | 195,411 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,095,866 | 179,685 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,028,178 | 170,389 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,787,233 | 170,122 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,233,594 | 141,638 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,477,454 | 118,994 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,043,502 | 92,760 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,341,735 | 77,200 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $899,479 | 49,750 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,552,572 | 65,399 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,175,066 | 44,970 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $803,156 | 34,206 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $897,268 | 35,270 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,044,442 | 39,030 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $868,607 | 29,031 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $629,696 | 22,990 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $524,367 | 19,885 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $437,141 | 15,290 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $403,162 | 19,590 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $184,410 | 12,833 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $202,895 | 12,571 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $223,110 | 13,671 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||