Position in UBS
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$38,718
-$7,175 QoQ
Shares Held
991
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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 Mar 31, 2026McIlrath & Eck, LLC holds $3,512,639 across 10 Banks - Diversified names. UBS ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,936 | $2,040,293 | |
| 2 | BAC |
Bank Of America Corp /De/
|
15,875 | $773,906 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
1,793 | $212,703 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
1,936 | $183,436 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,917 | $152,612 | |
| 6 | C |
Citigroup Inc
|
431 | $48,879 | |
| 7 | TD |
Toronto Dominion Bank
|
517 | $48,241 | |
| 8 | UBS |
UBS Group AG
This page
|
991 | $38,718 |
All Filings in UBS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,718 | 991 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $45,893 | 991 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $40,631 | 991 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $33,515 | 991 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $30,354 | 991 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $30,047 | 991 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $30,631 | 991 | Shares | Sole | 2024-11-19 | |
| 2024-06-30 | $29,274 | 991 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $26,757 | 871 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||