Position in UBS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$241,307
+$41,308 QoQ
Shares Held
4,869
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#534
of 758 holders
Holding Since
Mar 2025
6 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, 2026Cheviot Value Management, LLC holds $4,820,932 across 7 Banks - Diversified names. UBS ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,273 | $2,708,001 | |
| 2 | BAC |
Bank Of America Corp /De/
|
13,932 | $793,845 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
7,950 | $656,988 | |
| 4 | C |
Citigroup Inc
|
2,883 | $403,504 | |
| 5 | UBS |
UBS Group AG
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|
4,869 | $241,307 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
728 | $17,166 | |
| 7 | TD |
Toronto Dominion Bank
|
1 | $121 |
All Filings in UBS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,307 | 4,869 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $199,999 | 5,119 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $237,060 | 5,119 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $228,698 | 5,578 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $188,647 | 5,578 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $170,854 | 5,578 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||