Hirtle & Co., LLC

Position in UBS — UBS Group AG

CIK 1360710 WEST CONSHOHOCKEN, PA

Position in UBS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$494,906

New position

Shares Held

9,986

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#408

of 758 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Hirtle & Co., LLC holds $1,321,957 across 3 Banks - Diversified names. UBS ranks #2 (37.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BAC	Bank Of America Corp /De/	10,654	$607,064
2	UBS	UBS Group AG This page	9,986	$494,906
3	WFC	Wells Fargo & Company/Mn	2,662	$219,987

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$494,906	9,986	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.