Position in UBS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,705,351
+$868,050 QoQ
Shares Held
74,765
+3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#31
of 236 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BTC Capital Management, Inc. holds $49,867,696 across 8 Banks - Diversified names. UBS ranks #3 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
72,923 | $23,869,884 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
128,450 | $10,615,107 | |
| 3 | UBS |
UBS Group AG
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|
74,765 | $3,705,351 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
127,667 | $3,010,386 | |
| 5 | BCS |
Barclays PLC
|
107,597 | $2,890,054 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
131,341 | $2,612,371 | |
| 7 | ING |
Ing Groep NV
|
82,065 | $2,575,199 | |
| 8 | BAC |
Bank Of America Corp /De/
|
10,343 | $589,344 |
All Filings in UBS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,705,351 | 74,765 | Shares | Defined | 2026-07-16 | |
| 2026-03-31 | $2,837,301 | 72,621 | Shares | Defined | 2026-04-20 | |
| 2025-12-31 | $2,666,019 | 57,569 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,433,596 | 59,356 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $1,537,387 | 45,458 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $1,337,213 | 43,657 | Shares | Defined | 2025-04-08 | |
| 2024-12-31 | $1,224,593 | 40,389 | Shares | Defined | 2025-01-23 | |
| 2024-09-30 | $1,158,846 | 37,491 | Shares | Defined | 2024-10-21 | |
| 2024-06-30 | $1,028,582 | 34,820 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $1,111,633 | 36,186 | Shares | Defined | 2024-04-11 | |
| 2023-09-30 | $1,056,769 | 42,871 | Shares | Defined | 2023-10-17 | |
| 2023-06-30 | $871,730 | 43,006 | Shares | Defined | 2023-07-11 | |
| 2023-03-31 | $939,173 | 44,010 | Shares | Defined | 2023-04-07 | |
| 2022-12-31 | $901,703 | 48,297 | Shares | Defined | 2023-01-27 | |
| 2022-09-30 | $708,319 | 48,816 | Shares | Defined | 2022-10-17 | |
| 2022-06-30 | $662,406 | 40,839 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||