Position in UBS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$496,690
+$103,568 QoQ
Shares Held
10,022
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#404
of 758 holders
Holding Since
Dec 2025
3 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, 2026Roundview Capital LLC holds $27,803,532 across 6 Banks - Diversified names. UBS ranks #3 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
65,218 | $21,347,807 | |
| 2 | BAC |
Bank Of America Corp /De/
|
88,845 | $5,062,388 | |
| 3 | UBS |
UBS Group AG
This page
|
10,022 | $496,690 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
3,118 | $450,893 | |
| 5 | C |
Citigroup Inc
|
1,730 | $242,130 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
2,464 | $203,624 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $496,690 | 10,022 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $393,122 | 10,062 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $512,281 | 11,062 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||