D'Orazio & Associates, Inc.

Position in UBS — UBS Group AG

CIK 1646821 VIENNA, VA

Position in UBS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$501,398

+$80,068 QoQ

Shares Held

10,117

-6.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#402

of 758 holders

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

D'Orazio & Associates, Inc. holds $7,351,180 across 11 Banks - Diversified names. UBS ranks #5 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	6,303	$2,063,160
2	BCS	Barclays PLC	39,374	$1,057,585
3	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	34,556	$865,973
4	C	Citigroup Inc	5,730	$801,970
5	UBS	UBS Group AG This page	10,117	$501,398
6	HSBC	Hsbc Holdings PLC	4,302	$409,077
7	SAN	Banco Santander, S.A.	29,195	$402,891
8	BNY	Bank of New York Mellon Corp	2,549	$368,610

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$501,398	10,117	-6.2%	Shares	Sole	2026-07-28
2026-03-31	$421,330	10,784	0.0%	Shares	Sole	2026-05-07
2025-12-31	$499,407	10,784	0.0%	Shares	Sole	2026-02-04
2025-09-30	$442,144	10,784	-0.5%	Shares	Sole	2025-11-10
2025-06-30	$366,439	10,835	-2.9%	Shares	Sole	2025-08-08
2025-03-31	$341,922	11,163	-0.2%	Shares	Sole	2025-04-17
2024-12-31	$339,159	11,186	-0.1%	Shares	Sole	2025-01-28
2024-09-30	$346,006	11,194	-0.6%	Shares	Sole	2024-11-05
2024-06-30	$332,797	11,266	+0.0%	Shares	Sole	2024-08-08
2024-03-31	$346,030	11,264	+3.5%	Shares	Sole	2024-05-09
2023-12-31	$336,284	10,883	+1.9%	Shares	Sole	2024-02-08
2023-09-30	$263,360	10,684	+1018.7%	Shares	Sole	2023-10-11
2021-09-30	$15,222	955	—	Shares	Sole	2021-11-10
No filing history on record for this holder in this stock.