Position in UBS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$240,564
+$30,039 QoQ
Shares Held
4,854
+6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#536
of 758 holders
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Choate Investment Advisors holds $65,689,889 across 14 Banks - Diversified names. UBS ranks #12 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
159,923 | $52,347,595 | |
| 2 | BAC |
Bank Of America Corp /De/
|
73,942 | $4,213,215 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
40,308 | $3,331,053 | |
| 4 | C |
Citigroup Inc
|
18,581 | $2,600,596 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
5,580 | $530,602 | |
| 6 | RY |
Royal Bank Of Canada
|
1,905 | $394,277 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
19,666 | $391,156 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
14,642 | $345,258 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,564 | 4,854 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $210,525 | 4,546 | Shares | Sole | 2026-02-09 | |
| 2025-03-31 | $216,768 | 7,077 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||