Position in HOPE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,163,742
-$24,677,509 QoQ
Shares Held
450,566
-83.7% QoQ
Ownership
0.353%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#35
of 260 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in HOPE 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. HOPE ranks #102 (0.1% 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 HOPE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,163,742 | 450,566 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $30,841,251 | 2,761,079 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $21,620,965 | 1,972,716 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $12,244,432 | 1,136,902 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $7,803,596 | 727,269 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,944,404 | 281,223 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $6,131,615 | 498,911 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,159,351 | 171,923 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,450,135 | 135,022 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,078,508 | 93,702 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,765,405 | 146,143 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $287,792 | 32,519 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $284,543 | 33,794 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $669,331 | 68,160 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $719,817 | 56,192 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $779,040 | 61,633 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $271,083 | 19,587 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,161,248 | 72,217 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,369,264 | 93,084 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,209,161 | 83,737 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,841,529 | 200,390 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,031,714 | 134,908 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,021,666 | 185,304 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,034,933 | 136,355 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $955,532 | 103,637 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $545,495 | 66,362 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||