Position in UBS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$248,840
+$39,855 QoQ
Shares Held
5,021
-6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#524
of 758 holders
Holding Since
Sep 2021
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Syverson Strege & Co holds $7,379,154 across 13 Banks - Diversified names. UBS ranks #12 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,331 | $1,744,996 | |
| 2 | C |
Citigroup Inc
|
7,488 | $1,048,020 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
11,656 | $963,251 | |
| 4 | BAC |
Bank Of America Corp /De/
|
12,864 | $732,990 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,296 | $476,634 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
15,270 | $382,666 | |
| 7 | BCS |
Barclays PLC
|
14,059 | $377,624 | |
| 8 | SAN |
Banco Santander, S.A.
|
25,391 | $350,395 |
All Filings in UBS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,840 | 5,021 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $208,985 | 5,349 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $265,865 | 5,741 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $240,998 | 5,878 | Shares | Sole | 2025-12-01 | |
| 2025-06-30 | $233,053 | 6,891 | Shares | Sole | 2025-08-04 | |
| 2023-03-31 | $17,306 | 811 | Shares | Sole | 2023-05-03 | |
| 2021-09-30 | $14,840 | 931 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||