Position in UBS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$10,457
New position
Shares Held
211
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#670
of 758 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026HORIZON FINANCIAL SERVICES, LLC holds $871,327 across 10 Banks - Diversified names. UBS ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,687 | $552,205 | |
| 2 | RY |
Royal Bank Of Canada
|
548 | $113,419 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
526 | $76,064 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
547 | $45,204 | |
| 5 | BAC |
Bank Of America Corp /De/
|
664 | $37,834 | |
| 6 | C |
Citigroup Inc
|
139 | $19,454 | |
| 7 | UBS |
UBS Group AG
This page
|
211 | $10,457 | |
| 8 | BCS |
Barclays PLC
|
253 | $6,795 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,457 | 211 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||