Position in UBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,261,153
-$3,517,811 QoQ
Shares Held
25,447
-79.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#299
of 758 holders
Holding Since
Mar 2020
19 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, 2026SIMPLEX TRADING, LLC holds $9,676,018 across 7 Banks - Diversified names. UBS ranks #3 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
27,929 | $3,908,942 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
43,709 | $3,612,111 | |
| 3 | UBS |
UBS Group AG
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|
25,447 | $1,261,153 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
21,438 | $426,401 | |
| 5 | BNS |
Bank Of Nova Scotia
|
4,568 | $396,685 | |
| 6 | ING |
Ing Groep NV
|
2,252 | $70,667 | |
| 7 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
1 | $59 |
All Filings in UBS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,261,153 | 25,447 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,778,964 | 122,318 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,455,819 | 53,030 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,507,868 | 109,948 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,202,165 | 35,546 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $988,215 | 32,263 | Shares | Sole | 2025-05-12 | |
| 2024-03-31 | $106,905 | 3,480 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,380,999 | 77,055 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,946,092 | 78,949 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,105,627 | 54,545 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $815,230 | 38,202 | Shares | Sole | 2023-04-27 | |
| 2022-03-31 | $7,251,196 | 371,095 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $482,408 | 30,264 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $464,249 | 30,264 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $654,294 | 42,131 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $351,088 | 24,847 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $36,059 | 3,234 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $476,636 | 41,303 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $1,939,044 | 209,400 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||