Position in UBS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,518
+$2,268 QoQ
Shares Held
71
+121.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#711
of 758 holders
Holding Since
Sep 2025
4 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, 2026Stone House Investment Management, LLC holds $590,061 across 19 Banks - Diversified names. UBS ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,354 | $443,204 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
533 | $44,047 | |
| 3 | BAC |
Bank Of America Corp /De/
|
378 | $21,538 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
203 | $19,303 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
115 | $16,630 | |
| 6 | SAN |
Banco Santander, S.A.
|
872 | $12,033 | |
| 7 | ING |
Ing Groep NV
|
176 | $5,522 | |
| 8 | RY |
Royal Bank Of Canada
|
24 | $4,967 |
All Filings in UBS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,518 | 71 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,250 | 32 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,140 | 111 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $902 | 22 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||