Position in SRL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$0
-$15 QoQ
Shares Held
28
+1300.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SRL 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. SRL ranks #85 (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 SRL
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | — | 28 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $15 | 2 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $359 | 42 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $16,302 | 2,717 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $17,649 | 3,043 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $27,955 | 3,447 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $51,402 | 5,557 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,864 | 358 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $42,406 | 5,956 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $65,091 | 10,584 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,830 | 300 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $3,152 | 433 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $33,479 | 4,997 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $27,994 | 3,783 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $19,921 | 2,484 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $10,924 | 1,233 | Shares | Sole | 2022-02-14 | |
| 2020-09-30 | $2,906 | 592 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $22,199 | 2,921 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $15,037 | 1,997 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||