Position in UBS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$272,396
New position
Shares Held
6,972
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BTG Pactual Asset Management US LLC holds $26,363,293 across 6 Banks - Diversified names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
57,792 | $18,917,055 | |
| 2 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
19,997 | $2,299,655 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
14,129 | $2,043,194 | |
| 4 | BAC |
Bank Of America Corp /De/
|
34,104 | $1,943,245 | |
| 5 | C |
Citigroup Inc
|
6,082 | $851,236 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
3,738 | $308,908 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $272,396 | 6,972 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||