Position in UBS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,050,297
+$709,884 QoQ
Shares Held
41,370
+20.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#260
of 758 holders
Holding Since
Mar 2020
18 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, 2026Caprock Group, LLC holds $114,510,858 across 18 Banks - Diversified names. UBS ranks #13 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
104,320 | $34,147,065 | |
| 2 | C |
Citigroup Inc
|
123,188 | $17,241,392 | |
| 3 | BAC |
Bank Of America Corp /De/
|
213,426 | $12,161,013 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
107,516 | $8,885,122 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
54,370 | $7,862,445 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
65,562 | $6,234,290 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
161,397 | $4,044,608 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
149,157 | $3,517,122 |
All Filings in UBS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,050,297 | 41,370 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,340,413 | 34,308 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,353,270 | 29,222 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,105,811 | 26,971 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $543,498 | 17,744 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $361,929 | 11,937 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $329,995 | 10,676 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $295,547 | 10,005 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $318,658 | 10,373 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $310,081 | 10,035 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $232,572 | 9,435 | Shares | Sole | 2023-10-18 | |
| 2021-09-30 | $273,721 | 17,172 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $337,065 | 21,973 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $298,471 | 19,219 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $286,245 | 20,258 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $215,986 | 19,371 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $223,045 | 19,328 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $135,603 | 14,644 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||