Position in UVSP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,295,650
+$1,496,228 QoQ
Shares Held
52,472
+124.9% QoQ
Ownership
0.190%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#56
of 222 holders
Holding Since
Mar 2020
13 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, 2026HSBC HOLDINGS PLC holds $2,044,015,049 across 153 Banks - Regional names. UVSP ranks #47 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
1,091,133 | $268,658,763 | |
| 2 | USB |
US Bancorp \De\
|
4,394,393 | $265,421,333 | |
| 3 | FITB |
Fifth Third Bancorp
|
2,665,768 | $150,269,336 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
7,760,116 | $137,586,852 | |
| 5 | TFC |
Truist Financial Corp
|
2,565,755 | $127,825,911 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
1,698,078 | $118,984,322 | |
| 7 | IBN |
Icici Bank Ltd
|
3,792,717 | $110,102,570 | |
| 8 | NU |
Nu Holdings Ltd.
|
8,095,233 | $108,152,309 |
All Filings in UVSP
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,295,650 | 52,472 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $799,422 | 23,334 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $484,781 | 14,807 | Shares | Defined | 2026-03-06 | |
| 2023-09-30 | $217,493 | 12,514 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $230,809 | 12,766 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $555,492 | 23,399 | Shares | Defined | 2023-05-15 | |
| 2022-03-31 | $218,843 | 8,178 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $244,057 | 8,157 | Shares | Defined | 2022-02-11 | |
| 2021-03-31 | $378,874 | 13,252 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $675,106 | 32,804 | Shares | Defined | 2021-02-25 | |
| 2020-09-30 | $460,184 | 32,024 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $487,976 | 30,234 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $164,244 | 10,064 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||