Position in UBS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,559,503
+$346,536 QoQ
Shares Held
31,467
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#282
of 758 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GREENLEAF TRUST holds $63,628,943 across 16 Banks - Diversified names. UBS ranks #9 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
90,431 | $29,600,778 | |
| 2 | BAC |
Bank Of America Corp /De/
|
153,609 | $8,752,640 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
72,569 | $5,997,101 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
28,754 | $4,158,115 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
131,754 | $3,106,758 | |
| 6 | C |
Citigroup Inc
|
20,205 | $2,827,891 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
96,029 | $1,910,016 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
17,284 | $1,643,534 |
All Filings in UBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,559,503 | 31,467 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,212,967 | 31,046 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,256,732 | 48,731 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,004,941 | 48,901 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,646,425 | 48,682 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,492,200 | 48,717 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,472,005 | 48,549 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $1,498,238 | 48,471 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $1,418,510 | 48,020 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $1,473,146 | 47,954 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $1,479,152 | 47,869 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $1,191,088 | 48,320 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $977,905 | 48,244 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $1,030,572 | 48,293 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $900,790 | 48,248 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $714,573 | 49,247 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $803,895 | 49,562 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $971,978 | 49,743 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $870,822 | 48,731 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $757,500 | 47,522 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $727,929 | 47,453 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $720,343 | 46,384 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $676,148 | 47,852 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $533,940 | 47,887 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $539,979 | 46,792 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $221,554 | 23,926 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||