Position in FNWD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$327,597
-$15,001 QoQ
Shares Held
8,907
-5.6% QoQ
Ownership
0.206%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 72 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in FNWD Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026UBS Group AG holds $6,482,651,189 across 311 Banks - Regional names. FNWD ranks #228 (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 FNWD
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $327,597 | 8,907 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $342,598 | 9,438 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $834,249 | 23,707 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $365,825 | 11,400 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $193,476 | 7,005 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $197,763 | 6,796 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $186,256 | 6,626 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $164,760 | 5,152 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $127,822 | 5,213 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $103,541 | 4,209 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $103,837 | 4,114 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $107,861 | 4,874 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $96,008 | 4,364 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $130,454 | 4,483 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $183,243 | 5,062 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $172,974 | 5,086 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $174,702 | 4,660 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $261,039 | 5,649 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $188,933 | 4,118 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||