Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,531,304
+$531,425 QoQ
Shares Held
30,898
+20.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#284
of 758 holders
Holding Since
Dec 2023
11 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, 2026&PARTNERS holds $461,243,693 across 18 Banks - Diversified names. UBS ranks #15 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
935,957 | $306,366,804 | |
| 2 | BAC |
Bank Of America Corp /De/
|
758,904 | $43,242,349 | |
| 3 | C |
Citigroup Inc
|
200,408 | $28,049,103 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
165,019 | $23,863,397 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
199,406 | $16,478,911 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
366,043 | $8,631,293 | |
| 7 | RY |
Royal Bank Of Canada
|
33,510 | $6,935,564 | |
| 8 | ING |
Ing Groep NV
|
181,951 | $5,709,622 |
All Filings in UBS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,531,304 | 30,898 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $999,879 | 25,592 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,144,736 | 24,719 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,132,953 | 27,633 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,161,412 | 34,341 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $831,451 | 27,145 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $807,360 | 26,628 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $647,502 | 20,948 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $395,570 | 13,391 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $322,099 | 10,485 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $292,097 | 9,453 | Shares | Sole | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||