Position in UBS
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$1,367
-$253 QoQ
Shares Held
35
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026BROWN, LISLE/CUMMINGS, INC. holds $11,505,094 across 15 Banks - Diversified names. UBS ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
24,766 | $7,285,166 | |
| 2 | BAC |
Bank Of America Corp /De/
|
39,179 | $1,909,976 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
7,000 | $830,410 | |
| 4 | C |
Citigroup Inc
|
6,776 | $768,466 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
7,535 | $599,861 | |
| 6 | TD |
Toronto Dominion Bank
|
407 | $37,977 | |
| 7 | RY |
Royal Bank Of Canada
|
95 | $15,369 | |
| 8 | SAN |
Banco Santander, S.A.
|
1,317 | $14,855 |
All Filings in UBS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,367 | 35 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,620 | 35 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,435 | 35 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,183 | 35 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,072 | 35 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||