Position in UBS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$6,987
+$1,479 QoQ
Shares Held
141
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#685
of 758 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026North Star Investment Management Corp. holds $100,912,096 across 17 Banks - Diversified names. UBS ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
262,927 | $86,063,894 | |
| 2 | BAC |
Bank Of America Corp /De/
|
190,935 | $10,879,476 | |
| 3 | C |
Citigroup Inc
|
11,040 | $1,545,158 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
16,632 | $1,374,468 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,982 | $431,227 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
2,425 | $428,497 | |
| 7 | BNS |
Bank Of Nova Scotia
|
714 | $62,003 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
416 | $47,840 |
All Filings in UBS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,987 | 141 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,508 | 141 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,047 | 109 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $533 | 13 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||