Position in UBS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$324,046
+$119,402 QoQ
Shares Held
8,294
+37.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
3 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, 2026BROWN ADVISORY INC holds $759,748,382 across 14 Banks - Diversified names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,227,148 | $401,682,353 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,670,790 | $209,161,612 | |
| 3 | C |
Citigroup Inc
|
480,378 | $67,233,704 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
299,211 | $24,726,796 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
159,699 | $23,094,071 | |
| 6 | RY |
Royal Bank Of Canada
|
74,069 | $15,330,060 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
81,418 | $14,386,560 | |
| 8 | BCS |
Barclays PLC
|
37,041 | $994,920 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $324,046 | 8,294 | Shares | Defined | 2026-05-15 | |
| 2025-06-30 | $204,644 | 6,051 | Shares | Defined | 2025-08-13 | |
| 2024-03-31 | $419,972 | 13,671 | Shares | Defined | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||