Undisc MGRS Behav Val-LUBVLX
13F holders, Q3 2025 (September 30)1holders
0new positions
0sold out
$86.22avg. 13F price*
At the end of Q3 2025, 1 institutions reported holding Undisc MGRS Behav Val-L (UBVLX) in their 13F filings, unchanged from Q2 2025. 0 opened new positions and 0 sold out. The largest holder was Fulton Bank, N.A. ($32.8M).
- Company
- Undisc MGRS Behav Val-L
- CUSIP
- 904504842
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 7,404 shares bought, net +7,404 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Fulton Bank, N.A. | 1.15% | Add +2.0% | 380,873 | $32.8M |
"% of holder's portfolio" is UBVLX's weight in each manager's 13F, not the share of Undisc MGRS Behav Val-L the manager owns.