Position in UVSP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,611,561
+$2,029,333 QoQ
Shares Held
82,550
+78.7% QoQ
Ownership
0.299%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#44
of 222 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 89%
None 11%
Common Shares in UVSP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $4,145,813,277 across 204 Banks - Regional names. UVSP ranks #109 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
4,572,235 | $1,125,775,699 | |
| 2 | USB |
US Bancorp \De\
|
7,533,756 | $455,038,859 | |
| 3 | BPOP |
Popular, Inc.
|
1,150,553 | $188,897,790 | |
| 4 | NU |
Nu Holdings Ltd.
|
9,316,805 | $124,472,511 | |
| 5 | RF |
Regions Financial Corp
|
4,053,256 | $122,408,328 | |
| 6 | TFC |
Truist Financial Corp
|
2,273,744 | $113,277,923 | |
| 7 | WAL |
Western Alliance Bancorporation
|
1,241,477 | $102,049,408 | |
| 8 | FBNC |
First Bancorp /Nc/
|
1,220,535 | $78,028,802 |
All Filings in UVSP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,611,561 | 82,550 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,582,228 | 46,183 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,944,263 | 59,385 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,646,655 | 54,852 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,244,563 | 207,875 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $10,922,994 | 385,155 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $11,758,995 | 398,475 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,868,827 | 137,485 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,998,673 | 131,348 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,878,911 | 186,307 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,929,071 | 178,351 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,813,674 | 219,429 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,047,116 | 223,845 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $3,614,771 | 138,338 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,222,934 | 137,263 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,817,093 | 150,043 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $4,103,726 | 153,353 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,540,658 | 151,760 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,173,414 | 42,841 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,028,561 | 39,005 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,177,364 | 41,181 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,210,515 | 58,820 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $746,808 | 51,970 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $824,673 | 51,095 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,031,864 | 63,227 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||