Position in UBS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$13,709,386
+$2,357,754 QoQ
Shares Held
276,622
-4.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
2.62%
of 13F equity value
Holder Rank
#137
of 758 holders
Holding Since
Mar 2021
22 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, 2026CONTRAVISORY INVESTMENT MANAGEMENT, INC. holds $42,222,925 across 10 Banks - Diversified names. UBS ranks #1 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBS |
UBS Group AG
This page
|
276,622 | $13,709,386 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
38,707 | $12,669,962 | |
| 3 | BCS |
Barclays PLC
|
396,837 | $10,659,041 | |
| 4 | BAC |
Bank Of America Corp /De/
|
24,390 | $1,389,742 | |
| 5 | C |
Citigroup Inc
|
8,700 | $1,217,652 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
12,324 | $1,018,455 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
4,714 | $448,254 | |
| 8 | RY |
Royal Bank Of Canada
|
2,083 | $431,118 |
All Filings in UBS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,709,386 | 276,622 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $11,351,632 | 290,546 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $14,336,140 | 309,569 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $13,298,719 | 324,359 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $11,680,785 | 345,381 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $10,654,951 | 347,860 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $9,596,431 | 316,505 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $9,877,043 | 319,542 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $9,466,506 | 320,464 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $10,128,107 | 329,691 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $10,460,051 | 338,513 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $8,430,497 | 342,008 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $7,231,342 | 356,751 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $7,343,499 | 344,119 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $6,520,254 | 349,237 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $4,950,724 | 341,194 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $5,474,250 | 337,500 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $6,436,730 | 329,413 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $5,952,514 | 333,101 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $5,224,908 | 327,786 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $5,105,765 | 332,840 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $5,182,128 | 333,685 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||