Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$805,845
+$170,567 QoQ
Shares Held
16,260
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#346
of 758 holders
Holding Since
Sep 2021
20 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, 2026American Trust Investment Advisors, LLC holds $12,252,064 across 4 Banks - Diversified names. UBS ranks #4 (6.6% of the industry book) .
All Filings in UBS
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $805,845 | 16,260 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $635,278 | 16,260 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $523,071 | 11,295 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $463,095 | 11,295 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $381,996 | 11,295 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $345,965 | 11,295 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $343,828 | 11,340 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $350,519 | 11,340 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $377,521 | 12,780 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $392,601 | 12,780 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $394,902 | 12,780 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $370,119 | 15,015 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $304,354 | 15,015 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $363,633 | 17,040 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $318,136 | 17,040 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $298,906 | 20,600 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $334,132 | 20,600 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $402,524 | 20,600 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $368,122 | 20,600 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $393,877 | 24,710 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||