Position in UBS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$626,240
+$100,202 QoQ
Shares Held
12,636
-6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#371
of 758 holders
Holding Since
Jun 2024
8 quarters on record
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Summit Global Investments holds $21,855,736 across 13 Banks - Diversified names. UBS ranks #9 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
16,542 | $5,414,692 | |
| 2 | C |
Citigroup Inc
|
28,065 | $3,927,977 | |
| 3 | BAC |
Bank Of America Corp /De/
|
67,455 | $3,843,585 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
78,692 | $1,972,021 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
10,986 | $1,588,685 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
13,886 | $1,147,539 | |
| 7 | RY |
Royal Bank Of Canada
|
4,409 | $912,530 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
7,323 | $696,344 |
All Filings in UBS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $626,240 | 12,636 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $526,038 | 13,464 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $290,132 | 6,265 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $329,640 | 8,040 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,799,156 | 53,198 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,967,885 | 64,247 | Shares | Sole | 2025-04-07 | |
| 2024-09-30 | $724,684 | 23,445 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,410,003 | 47,732 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||