Position in UBS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,142,138
-$268,275 QoQ
Shares Held
285,184
+15.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026CHILTON INVESTMENT CO INC. holds $40,101,162 across 5 Banks - Diversified names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
170,371 | $24,637,350 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
39,093 | $12,796,311 | |
| 3 | BAC |
Bank Of America Corp /De/
|
21,749 | $1,239,258 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
13,538 | $1,118,780 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
13,124 | $309,463 |
All Filings in UBS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,142,138 | 285,184 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,410,413 | 246,392 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||