Position in UBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,694,952
+$376,340 QoQ
Shares Held
34,200
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#275
of 758 holders
Holding Since
Mar 2020
26 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, 2026GABELLI FUNDS LLC holds $356,378,778 across 8 Banks - Diversified names. UBS ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
1,156,307 | $167,213,555 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
285,292 | $93,384,630 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
518,330 | $42,834,791 | |
| 4 | C |
Citigroup Inc
|
237,380 | $33,223,704 | |
| 5 | BAC |
Bank Of America Corp /De/
|
260,330 | $14,833,603 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
22,700 | $2,158,543 | |
| 7 | UBS |
UBS Group AG
This page
|
34,200 | $1,694,952 | |
| 8 | SAN |
Banco Santander, S.A.
|
75,000 | $1,035,000 |
All Filings in UBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,694,952 | 34,200 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,318,612 | 33,750 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,590,748 | 34,350 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,414,500 | 34,500 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,183,700 | 35,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,041,420 | 34,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,030,880 | 34,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,050,940 | 34,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,092,980 | 37,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,136,640 | 37,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,143,300 | 37,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $912,050 | 37,000 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $749,990 | 37,000 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $789,580 | 37,000 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $690,790 | 37,000 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $536,870 | 37,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $600,140 | 37,000 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $722,980 | 37,000 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $661,190 | 37,000 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $589,780 | 37,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $567,580 | 37,000 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $574,610 | 37,000 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $522,810 | 37,000 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $367,950 | 33,000 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $380,820 | 33,000 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $287,060 | 31,000 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||