Position in COHN
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$7,876
-$29,453 QoQ
Shares Held
522
-84.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COHN Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026UBS Group AG holds $7,722,357,233 across 87 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
10,529,270 | $2,201,038,596 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,052,126 | $2,075,458,667 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,616,749 | $887,337,427 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,475,657 | $348,538,882 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,406,122 | $296,468,855 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
4,146,314 | $259,683,644 | |
| 7 | EVR |
Evercore Inc.
|
503,403 | $171,881,919 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
540,254 | $152,178,744 |
All Filings in COHN
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,876 | 522 | Shares | Defined | 2026-05-05 | |
| 2025-09-30 | $37,329 | 3,330 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $24,934 | 2,511 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $30,822 | 3,768 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $69,407 | 6,706 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $68,965 | 8,220 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $73,413 | 8,286 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,234 | 453 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,061 | 310 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $4,527 | 660 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $27,263 | 3,269 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $20,976 | 2,465 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $22,983 | 2,136 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $15,342 | 950 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $17,298 | 1,168 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,615 | 653 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $2,491 | 105 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $4,983 | 305 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $11,473 | 1,218 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $14,146 | 4,261 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||