your badges 52W Range $36–$41 31% of range Analyst Rating · Price Target · P/E (TTM) · ROE · Net Profit Margin ·

UCIB Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $37.26
52W Range $36–$41

UCIB Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

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value · industry median · verdict relative to median

Institutional owners (13F) 12 filers · $16.3M total · As of June 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 12
Value held $16.3M
New positions 2
Exited positions 1
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (0 vs prior Q) 1 (0 vs prior Q) 1 (-1 vs prior Q) 5 (+2 vs prior Q) -78K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
ENVESTNET ASSET MANAGEMENT INC $6,737,390 206,905 41.42% Shares
Legacy Wealth Asset Management, LLC $5,428,838 166,719 33.37% Shares
&PARTNERS $1,522,334 46,513 9.36% Shares
RHS Financial, LLC $700,849 21,523 4.31% Shares
Bruce G. Allen Investments, LLC $510,520 15,678 3.14% Shares
AlTi Global, Inc. $384,748 11,867 2.37% Shares
Corient Private Wealth LP $334,420 10,270 2.06% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $304,234 9,343 1.87% Shares
Dorsey & Whitney Trust CO LLC $252,166 7,744 1.55% Shares
Smartleaf Asset Management LLC $65,028 2,014 0.40% Shares
MORGAN STANLEY $21,524 661 0.13% Shares
JPMORGAN CHASE & CO $5,812 180 0.04% Shares

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