Position in UBS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$280,509
+$48,589 QoQ
Shares Held
5,660
+13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#503
of 758 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Welch & Forbes LLC holds $275,270,392 across 6 Banks - Diversified names. UBS ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
645,494 | $211,289,551 | |
| 2 | BAC |
Bank Of America Corp /De/
|
957,307 | $54,547,352 | |
| 3 | TD |
Toronto Dominion Bank
|
43,217 | $5,247,840 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
44,645 | $3,689,462 | |
| 5 | UBS |
UBS Group AG
This page
|
5,660 | $280,509 | |
| 6 | C |
Citigroup Inc
|
1,541 | $215,678 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,509 | 5,660 | Shares | Sole | 2026-07-30 | |
| 2025-12-31 | $231,920 | 5,008 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $205,328 | 5,008 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||