Position in UBS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$439,498
-$4,198 QoQ
Shares Held
11,249
+17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026CWM, LLC holds $360,203,548 across 19 Banks - Diversified names. UBS ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
550,203 | $161,847,714 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,411,541 | $68,812,623 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
320,619 | $38,035,031 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
474,640 | $37,786,090 | |
| 5 | C |
Citigroup Inc
|
208,313 | $23,624,777 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
173,240 | $14,290,567 | |
| 7 | RY |
Royal Bank Of Canada
|
48,738 | $7,884,833 | |
| 8 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
33,464 | $1,756,190 |
All Filings in UBS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $439,498 | 11,249 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $443,696 | 9,581 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $359,119 | 8,759 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $222,062 | 6,566 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $210,489 | 6,872 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $221,517 | 7,306 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $227,095 | 7,347 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $225,035 | 7,618 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $216,975 | 7,063 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $183,607 | 5,942 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $148,886 | 6,040 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $122,714 | 6,054 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $148,547 | 6,961 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $121,298 | 6,497 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $67,790 | 4,672 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $76,947 | 4,744 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $87,304 | 4,468 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $31,326 | 1,753 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $9,234 | 602 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $9,349 | 602 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $8,506 | 602 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $6,712 | 602 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $6,947 | 602 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $5,574 | 602 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||