Position in UBS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$11,027,248
+$2,192,037 QoQ
Shares Held
222,503
-1.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#146
of 758 holders
Holding Since
Mar 2020
26 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, 2026Crossmark Global Holdings, Inc. holds $430,790,297 across 18 Banks - Diversified names. UBS ranks #12 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
225,657 | $73,864,305 | |
| 2 | C |
Citigroup Inc
|
462,377 | $64,714,284 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,114,193 | $63,486,717 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
433,418 | $41,213,717 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
468,019 | $38,677,090 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
1,244,708 | $31,192,382 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
152,878 | $22,107,687 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
855,487 | $17,015,636 |
All Filings in UBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,027,248 | 222,503 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $8,835,211 | 226,138 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $11,121,300 | 240,149 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $11,360,075 | 277,075 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,414,338 | 278,366 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,271,447 | 270,044 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $7,873,467 | 259,679 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $7,902,821 | 255,672 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,496,802 | 186,080 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $5,941,984 | 193,424 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,227,833 | 201,548 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,943,137 | 200,533 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,381,623 | 216,163 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,694,948 | 220,007 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,167,311 | 223,209 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $3,646,739 | 251,326 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,152,887 | 256,035 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $5,012,459 | 256,523 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $4,465,087 | 249,865 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $3,902,924 | 244,851 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $3,905,916 | 254,623 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $4,287,103 | 276,053 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $4,205,681 | 297,642 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $3,272,736 | 293,519 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $3,452,110 | 299,143 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,664,074 | 287,697 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||