Position in UBS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$11,101
+$2,350 QoQ
Shares Held
224
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#666
of 758 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Pinnacle Bancorp, Inc. holds $12,190,996 across 12 Banks - Diversified names. UBS ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
20,184 | $6,606,828 | |
| 2 | BAC |
Bank Of America Corp /De/
|
49,711 | $2,832,532 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
23,185 | $1,916,008 | |
| 4 | TD |
Toronto Dominion Bank
|
2,890 | $350,932 | |
| 5 | C |
Citigroup Inc
|
2,105 | $294,615 | |
| 6 | BNS |
Bank Of Nova Scotia
|
735 | $63,827 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
2,185 | $54,756 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
187 | $27,042 |
All Filings in UBS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,101 | 224 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $8,751 | 224 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $13,013 | 281 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $11,521 | 281 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $14,779 | 437 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $11,118 | 363 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $11,582 | 382 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $11,807 | 382 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||