Position in SONM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,864
-$134,098 QoQ
Shares Held
2,304
-93.6% QoQ
Ownership
0.155%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#7
of 9 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SONM 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. SONM ranks #72 (0.0% of the industry book) .
| # | 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 SONM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,864 | 2,304 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $145,962 | 36,219 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $27,348 | 8,682 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $2,262 | 3,748 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $66,213 | 54,274 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $37,980 | 17,748 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3 | 1 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2 | 1 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $3,039 | 4,983 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $65 | 98 | Shares | Sole | 2023-11-09 | |
| 2022-12-31 | $19,691 | 46,334 | Shares | Sole | 2023-02-08 | |
| 2021-09-30 | $4,398 | 1,629 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $8,794 | 10,725 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $14,522 | 18,715 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $14,989 | 18,714 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $3,775 | 5,393 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||