Position in UBS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$523,353
+$110,774 QoQ
Shares Held
10,560
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#399
of 758 holders
Holding Since
Dec 2024
7 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, 2026M.E. ALLISON & CO., INC. holds $5,126,476 across 5 Banks - Diversified names. UBS ranks #5 (10.2% of the industry book) .
All Filings in UBS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,353 | 10,560 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $412,579 | 10,560 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $489,033 | 10,560 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $432,960 | 10,560 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $394,341 | 11,660 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $357,145 | 11,660 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $353,531 | 11,660 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||