Position in UBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,069
+$1,802 QoQ
Shares Held
183
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#675
of 758 holders
Holding Since
Jun 2021
7 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, 2026Manchester Capital Management LLC holds $9,993,300 across 15 Banks - Diversified names. UBS ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
13,288 | $4,349,561 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
8,411 | $1,216,314 | |
| 3 | C |
Citigroup Inc
|
8,245 | $1,153,970 | |
| 4 | BAC |
Bank Of America Corp /De/
|
15,483 | $882,221 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
8,695 | $718,554 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
3,981 | $378,553 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
1,305 | $230,593 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
1,927 | $221,605 |
All Filings in UBS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,069 | 183 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,267 | 186 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,613 | 186 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,542 | 62 | Shares | Sole | 2025-11-14 | |
| 2021-12-31 | $625 | 35 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $557 | 35 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,549 | 101 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||