Position in UBS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,437
+$304 QoQ
Shares Held
29
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#739
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, 2026TD Capital Management LLC holds $868,880 across 14 Banks - Diversified names. UBS ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
2,803 | $405,341 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
633 | $207,199 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,837 | $104,672 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
534 | $44,129 | |
| 5 | C |
Citigroup Inc
|
240 | $33,590 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,212 | $24,106 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
748 | $18,744 | |
| 8 | ING |
Ing Groep NV
|
553 | $17,353 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,437 | 29 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,133 | 29 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,342 | 29 | Shares | Sole | 2026-02-26 | |
| No filing history on record for this holder in this stock. | ||||||