Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$231,891
New position
Shares Held
4,679
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#543
of 758 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 1%
Shared 0%
None 99%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Curi Capital, LLC holds $244,287,702 across 13 Banks - Diversified names. UBS ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
373,734 | $122,334,349 | |
| 2 | BCS |
Barclays PLC
|
2,283,137 | $61,325,059 | |
| 3 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
986,652 | $19,624,507 | |
| 4 | ING |
Ing Groep NV
|
618,799 | $19,417,912 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
129,640 | $10,713,449 | |
| 6 | RY |
Royal Bank Of Canada
|
19,105 | $3,954,161 | |
| 7 | BAC |
Bank Of America Corp /De/
|
52,042 | $2,965,352 | |
| 8 | C |
Citigroup Inc
|
12,068 | $1,689,036 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,891 | 4,679 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||