Position in UBS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,513,611
+$640,906 QoQ
Shares Held
30,541
+36.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#287
of 758 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 90%
Shared 5%
None 5%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CHICAGO TRUST Co NA holds $25,995,745 across 6 Banks - Diversified names. UBS ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
34,261 | $11,214,652 | |
| 2 | BAC |
Bank Of America Corp /De/
|
111,611 | $6,359,594 | |
| 3 | C |
Citigroup Inc
|
34,632 | $4,847,094 | |
| 4 | UBS |
UBS Group AG
This page
|
30,541 | $1,513,611 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
18,018 | $1,489,007 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,954 | $571,787 |
All Filings in UBS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,513,611 | 30,541 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $872,705 | 22,337 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,062,351 | 22,940 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $952,061 | 23,221 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $701,528 | 20,743 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $262,560 | 8,572 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $233,827 | 7,712 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $241,963 | 7,828 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $200,782 | 6,797 | Shares | Sole | 2024-07-11 | |
| No filing history on record for this holder in this stock. | ||||||