Position in UVSP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,323,129
+$635,326 QoQ
Shares Held
30,243
+50.6% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#70
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, 2026CITIGROUP INC holds $3,134,921,252 across 284 Banks - Regional names. UVSP ranks #129 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
25,816,829 | $871,576,145 | |
| 2 | WBS |
Webster Financial Corp
|
3,566,496 | $272,551,623 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
1,012,120 | $249,204,184 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
11,409,970 | $202,298,767 | |
| 5 | NU |
Nu Holdings Ltd.
|
12,385,567 | $165,471,173 | |
| 6 | USB |
US Bancorp \De\
|
1,889,187 | $114,106,893 | |
| 7 | TFC |
Truist Financial Corp
|
2,104,595 | $104,850,921 | |
| 8 | LYG |
Lloyds Banking Group plc
|
16,746,452 | $97,631,813 |
All Filings in UVSP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,323,129 | 30,243 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $687,803 | 20,076 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $594,589 | 18,161 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $635,942 | 21,184 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $832,737 | 27,721 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $988,571 | 34,858 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $1,183,379 | 40,101 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,065,576 | 37,867 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $528,079 | 23,131 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $529,826 | 25,448 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $544,757 | 24,728 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $167,178 | 9,619 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $385,266 | 21,309 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $18,707 | 788 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $90,488 | 3,463 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $84,434 | 3,596 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $100,437 | 3,948 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $85,952 | 3,212 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $292,318 | 9,770 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $159,108 | 5,809 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $412,400 | 15,639 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $395,684 | 13,840 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $138,194 | 6,715 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $118,695 | 8,260 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $218,180 | 13,518 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $152,820 | 9,364 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||