Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$218,658
New position
Shares Held
4,412
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#556
of 758 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 97%
Shared 0%
None 3%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $179,534,757 across 15 Banks - Diversified names. UBS ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
264,218 | $86,486,477 | |
| 2 | BAC |
Bank Of America Corp /De/
|
722,142 | $41,147,651 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
492,635 | $40,711,356 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
26,096 | $2,481,468 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
65,701 | $1,306,792 | |
| 6 | C |
Citigroup Inc
|
7,922 | $1,108,763 | |
| 7 | RY |
Royal Bank Of Canada
|
4,971 | $1,028,847 | |
| 8 | TD |
Toronto Dominion Bank
|
7,590 | $921,653 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $218,658 | 4,412 | Shares | Defined | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||