Position in BMRC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$654,328
-$4,463,392 QoQ
Shares Held
23,622
-88.2% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#53
of 140 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in BMRC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026UBS Group AG holds $6,473,855,622 across 311 Banks - Regional names. BMRC ranks #204 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
28,999,073 | $979,008,699 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,515,431 | $619,349,419 | |
| 3 | TFC |
Truist Financial Corp
|
6,545,833 | $326,113,398 | |
| 4 | USB |
US Bancorp De
|
5,381,171 | $325,022,727 | |
| 5 | FITB |
Fifth Third Bancorp
|
5,705,460 | $321,616,778 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
4,166,727 | $291,962,558 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
11,958,250 | $212,019,770 | |
| 8 | MTB |
M&T Bank Corp
|
868,700 | $206,759,285 |
All Filings in BMRC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $654,328 | 23,622 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,117,720 | 199,677 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,035,821 | 39,824 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $4,045,410 | 166,615 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,560,063 | 68,304 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $549,586 | 24,902 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $772,999 | 32,520 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $285,940 | 14,233 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $187,544 | 11,584 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $317,320 | 18,922 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $621,513 | 28,225 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $291,930 | 15,970 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $219,779 | 12,438 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $204,911 | 9,361 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $277,605 | 8,443 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $91,676 | 3,061 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $107,606 | 3,386 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $240,614 | 6,861 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $393,855 | 10,579 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $236,654 | 6,269 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $182,658 | 5,726 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $223,681 | 5,712 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $168,815 | 4,916 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $92,468 | 3,193 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $202,345 | 6,071 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $289,350 | 9,645 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||