Position in UVSP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,050,386
+$1,312,664 QoQ
Shares Held
206,866
-8.4% QoQ
Ownership
0.750%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#26
of 222 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in UVSP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $14,002,017,950 across 271 Banks - Regional names. UVSP ranks #106 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
8,539,645 | $2,102,631,387 | |
| 2 | TFC |
Truist Financial Corp
|
36,838,125 | $1,835,275,385 | |
| 3 | FITB |
Fifth Third Bancorp
|
17,663,946 | $995,716,632 | |
| 4 | USB |
US Bancorp \De\
|
15,224,940 | $919,586,374 | |
| 5 | DB |
Deutsche Bank Aktiengesellschaft
|
22,857,761 | $771,678,009 | |
| 6 | NU |
Nu Holdings Ltd.
|
40,300,489 | $538,414,530 | |
| 7 | HDB |
Hdfc Bank Ltd
|
17,251,650 | $445,610,115 | |
| 8 | MTB |
M&T Bank Corp
|
1,324,600 | $315,268,043 |
All Filings in UVSP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,050,386 | 206,866 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $7,737,722 | 225,853 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $6,263,028 | 191,296 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,882,238 | 195,944 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $4,990,302 | 166,122 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,740,737 | 131,902 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,905,143 | 132,333 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,026,201 | 107,541 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,566,888 | 112,435 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,944,772 | 93,409 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,078,637 | 94,355 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,335,267 | 76,828 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,026,147 | 56,756 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,587,514 | 66,871 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,262,909 | 86,602 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,803,472 | 76,809 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,819,060 | 71,504 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,744,263 | 102,551 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,459,710 | 182,477 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $4,651,751 | 169,834 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,310,781 | 163,473 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $5,550,918 | 194,156 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,304,432 | 257,747 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $3,738,225 | 260,141 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,975,394 | 246,307 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,435,522 | 210,510 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||