Position in UBS
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$7,345
-$1,361 QoQ
Shares Held
188
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026ALBION FINANCIAL GROUP /UT holds $50,274,453 across 10 Banks - Diversified names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
92,161 | $30,167,060 | |
| 2 | C |
Citigroup Inc
|
134,675 | $18,849,113 | |
| 3 | BAC |
Bank Of America Corp /De/
|
13,881 | $790,939 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
4,052 | $334,857 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
500 | $72,305 | |
| 6 | SAN |
Banco Santander, S.A.
|
1,647 | $22,728 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
644 | $15,185 | |
| 8 | BCS |
Barclays PLC
|
385 | $10,341 |
All Filings in UBS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,345 | 188 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $8,706 | 188 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,708 | 188 | Shares | Sole | 2025-10-20 | |
| 2024-12-31 | $4,275 | 141 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||