Position in PFIS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$388,197
+$162,239 QoQ
Shares Held
5,849
+38.0% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 122 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PFIS 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. PFIS ranks #221 (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 PFIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $388,197 | 5,849 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $225,958 | 4,237 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $341,894 | 7,019 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $388,928 | 8,001 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $546,130 | 11,062 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $620,400 | 13,951 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $390,093 | 7,622 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $209,787 | 4,475 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $132,885 | 2,918 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $297,674 | 6,905 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $372,116 | 7,641 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $158,876 | 3,962 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $180,107 | 4,113 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $110,715 | 2,554 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $161,325 | 3,112 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $4,684 | 100 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $21,554 | 386 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $29,176 | 578 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $139,839 | 2,654 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $10,070 | 221 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,260 | 100 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $62,853 | 1,488 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $42,678 | 1,161 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $3,476 | 100 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $86,729 | 2,271 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $189,122 | 4,759 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||