Position in UBS
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$5,899
-$1,093 QoQ
Shares Held
151
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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 Mar 31, 2026Sunbelt Securities, Inc. holds $13,705,522 across 13 Banks - Diversified names. UBS ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
27,562 | $8,107,637 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
26,478 | $2,107,913 | |
| 3 | BAC |
Bank Of America Corp /De/
|
29,564 | $1,441,245 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
8,633 | $1,024,132 | |
| 5 | C |
Citigroup Inc
|
7,049 | $799,427 | |
| 6 | RY |
Royal Bank Of Canada
|
558 | $90,273 | |
| 7 | TD |
Toronto Dominion Bank
|
700 | $65,317 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
324 | $43,850 |
All Filings in UBS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,899 | 151 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $6,992 | 151 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $6,191 | 151 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $4,058 | 120 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,675 | 120 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,638 | 120 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $3,709 | 120 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $3,544 | 120 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $3,686 | 120 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,708 | 120 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,958 | 120 | Shares | Sole | 2023-12-11 | |
| No filing history on record for this holder in this stock. | ||||||