Keel Point, LLC

Position in UBS — UBS Group AG

CIK 1386935 HUNTSVILLE, AL

Position in UBS

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

Position Value

$327,740

-$79,000 QoQ

Shares Held

6,613

-24.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#470

of 758 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 18% Shared 0% None 82%

Financial Services · as of Jun 30, 2026

Keel Point, LLC holds $13,922,323 across 14 Banks - Diversified names. UBS ranks #7 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	19,143	$6,266,078
2	BAC	Bank Of America Corp /De/	42,208	$2,405,011
3	C	Citigroup Inc	7,737	$1,082,870
4	WFC	Wells Fargo & Company/Mn	11,550	$954,492
5	BNY	Bank of New York Mellon Corp	5,553	$803,019
6	HSBC	Hsbc Holdings PLC	3,968	$377,317
7	UBS	UBS Group AG This page	6,613	$327,740
8	RY	Royal Bank Of Canada	1,467	$303,624

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$327,740	6,613	-24.7%	Shares	Sole	2026-08-14
2025-12-31	$406,740	8,783	-5.7%	Shares	Sole	2026-02-12
2025-09-30	$381,956	9,316	-1.8%	Shares	Sole	2025-12-16
2025-06-30	$320,884	9,488	+3.8%	Shares	Sole	2025-08-15
2025-03-31	$280,019	9,142	-0.9%	Shares	Sole	2025-05-15
2024-12-31	$279,762	9,227	+4.4%	Shares	Sole	2025-02-14
2024-09-30	$273,182	8,838	+0.5%	Shares	Sole	2024-11-14
2024-06-30	$259,892	8,798	-5.9%	Shares	Sole	2024-08-14
2024-03-31	$287,170	9,348	-0.4%	Shares	Sole	2024-04-16
2023-12-31	$290,120	9,389	+5.0%	Shares	Sole	2024-01-30
2023-09-30	$220,469	8,944	—	Shares	Sole	2023-10-26
No filing history on record for this holder in this stock.