Position in UBS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,343,791
+$1,695,347 QoQ
Shares Held
47,292
+184.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#254
of 758 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 56%
Shared 9%
None 35%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Savant Capital, LLC holds $155,616,141 across 19 Banks - Diversified names. UBS ranks #13 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
221,096 | $72,371,353 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
230,611 | $19,057,693 | |
| 3 | BAC |
Bank Of America Corp /De/
|
297,268 | $16,938,330 | |
| 4 | C |
Citigroup Inc
|
45,566 | $6,377,417 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
56,069 | $5,331,601 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
262,577 | $5,222,656 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
32,543 | $4,706,043 | |
| 8 | RY |
Royal Bank Of Canada
|
19,807 | $4,099,454 |
All Filings in UBS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,343,791 | 47,292 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $648,444 | 16,597 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $629,167 | 13,586 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $457,437 | 11,157 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $207,079 | 6,123 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $230,735 | 7,610 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $214,855 | 6,951 | Shares | Sole | 2024-11-04 | |
| 2023-09-30 | $205,383 | 8,332 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||