Position in UBS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$294,832
+$44,824 QoQ
Shares Held
5,949
-7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#492
of 758 holders
Holding Since
Mar 2023
14 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, 2026Simmons Bank holds $37,188,099 across 5 Banks - Diversified names. UBS ranks #5 (0.8% of the industry book) .
All Filings in UBS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,832 | 5,949 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $250,008 | 6,399 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $396,737 | 8,567 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $353,379 | 8,619 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $296,601 | 8,770 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $501,596 | 16,376 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $590,026 | 19,460 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $765,608 | 24,769 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $797,667 | 27,003 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,186,218 | 71,166 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,189,078 | 70,844 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,645,140 | 66,740 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,289,900 | 63,636 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,155,880 | 54,165 | Shares | Sole | 2023-04-28 | |
| No filing history on record for this holder in this stock. | ||||||