Position in UBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,299,168
+$6,712,696 QoQ
Shares Held
167,457
+106.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#160
of 758 holders
Holding Since
Jun 2021
5 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, 2026Tidal Investments LLC holds $465,359,312 across 10 Banks - Diversified names. UBS ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
595,339 | $194,872,313 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
793,714 | $114,778,980 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,488,048 | $84,788,973 | |
| 4 | C |
Citigroup Inc
|
201,385 | $28,185,844 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
312,467 | $25,822,272 | |
| 6 | UBS |
UBS Group AG
This page
|
167,457 | $8,299,168 | |
| 7 | TD |
Toronto Dominion Bank
|
48,237 | $5,857,418 | |
| 8 | BNS |
Bank Of Nova Scotia
|
20,205 | $1,754,602 |
All Filings in UBS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,299,168 | 167,457 | Shares | Sole | 2026-08-13 | |
| 2022-03-31 | $1,586,472 | 81,191 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $1,606,977 | 89,926 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $1,313,408 | 82,397 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,024,374 | 66,778 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||