Position in UVSP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,116,586
+$694,024 QoQ
Shares Held
25,522
+106.9% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
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, 2026WELLS FARGO & COMPANY/MN holds $3,720,919,573 across 297 Banks - Regional names. UVSP ranks #131 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
6,059,766 | $1,492,035,582 | |
| 2 | USB |
US Bancorp \De\
|
5,432,595 | $328,128,735 | |
| 3 | TFC |
Truist Financial Corp
|
4,148,244 | $206,665,514 | |
| 4 | MTB |
M&T Bank Corp
|
698,300 | $166,202,381 | |
| 5 | RF |
Regions Financial Corp
|
3,854,415 | $116,403,331 | |
| 6 | CBSH |
Commerce Bancshares Inc /Mo/
|
1,937,739 | $111,904,425 | |
| 7 | FITB |
Fifth Third Bancorp
|
1,359,954 | $76,660,605 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
948,619 | $66,469,732 |
All Filings in UVSP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,116,586 | 25,522 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $422,562 | 12,334 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,099,441 | 33,581 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $714,926 | 23,815 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $607,228 | 20,214 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $547,460 | 19,304 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $551,777 | 18,698 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $422,014 | 14,997 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $329,413 | 14,429 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $217,880 | 10,465 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $276,320 | 12,543 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $187,336 | 10,779 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $257,837 | 14,261 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $211,000 | 8,888 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $85,339 | 3,266 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $137,850 | 5,871 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $106,643 | 4,192 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $770,980 | 28,811 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,221,004 | 40,809 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,364,905 | 305,400 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,336,449 | 278,212 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $7,813,416 | 273,292 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $6,695,003 | 325,316 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $5,310,030 | 369,522 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $6,227,521 | 385,844 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $6,202,219 | 380,038 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||