Position in UBS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$5,600
+$1,381 QoQ
Shares Held
113
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#697
of 758 holders
Holding Since
Jun 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, 2026Grove Bank & Trust holds $16,880,447 across 15 Banks - Diversified names. UBS ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
30,891 | $10,111,550 | |
| 2 | BAC |
Bank Of America Corp /De/
|
77,031 | $4,389,226 | |
| 3 | C |
Citigroup Inc
|
4,470 | $625,621 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
4,862 | $559,130 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
4,217 | $348,492 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,287 | $330,723 | |
| 7 | BCS |
Barclays PLC
|
6,081 | $163,335 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
1,594 | $151,573 |
All Filings in UBS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,600 | 113 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $4,219 | 108 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $4,260 | 92 | Shares | Sole | 2026-01-08 | |
| 2025-06-30 | $13,358 | 395 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $28,302 | 924 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $15,578 | 504 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $6,203 | 210 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||