Position in UBS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$59,112
-$8,639 QoQ
Shares Held
1,513
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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 Mar 31, 2026Parkside Financial Bank & Trust holds $18,059,149 across 19 Banks - Diversified names. UBS ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
39,730 | $11,686,976 | |
| 2 | BAC |
Bank Of America Corp /De/
|
58,338 | $2,843,977 | |
| 3 | C |
Citigroup Inc
|
10,909 | $1,237,188 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
14,598 | $1,162,145 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,917 | $346,043 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
7,443 | $126,307 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
5,033 | $99,401 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
1,180 | $97,338 |
All Filings in UBS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $59,112 | 1,513 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $67,751 | 1,463 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $57,523 | 1,403 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $44,676 | 1,321 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $53,326 | 1,741 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $40,962 | 1,351 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $42,748 | 1,383 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $41,356 | 1,400 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $43,008 | 1,400 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $32,877 | 1,064 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $20,853 | 846 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $17,148 | 846 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,944 | 138 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,893 | 155 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||