Westend Capital Management, LLC

Position in UBS — UBS Group AG

CIK 1331997 SAUSALITO, CA

Position in UBS

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$7,462

-$1,753 QoQ

Shares Held

191

-4.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Westend Capital Management, LLC holds $563,719 across 5 Banks - Diversified names.

#	Ticker	Company	Shares	Value (USD)
1	SAN	Banco Santander, S.A.	24,738	$341,384
2	JPM	Jpmorgan Chase & Co	607	$198,689
3	BNY	Bank of New York Mellon Corp	112	$16,196
4	TD	Toronto Dominion Bank	60	$7,285
5	WFC	Wells Fargo & Company/Mn	2	$165

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,462	191	-4.0%	Shares	Sole	2026-04-14
2025-12-31	$9,215	199	0.0%	Shares	Sole	2026-01-15
2025-09-30	$8,159	199	—	Shares	Sole	2025-10-17
No filing history on record for this holder in this stock.