Stamos Capital Partners, L.P.

Position in UBS — UBS Group AG

CIK 1705399 Menlo Park, CA

Position in UBS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,090,759

+$341,169 QoQ

Shares Held

62,364

-11.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#232

of 758 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Stamos Capital Partners, L.P. holds $30,449,509 across 5 Banks - Diversified names. UBS ranks #5 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	34,663	$11,346,239
2	BAC	Bank Of America Corp /De/	155,337	$8,851,102
3	BCS	Barclays PLC	134,871	$3,622,635
4	HSBC	Hsbc Holdings PLC	37,215	$3,538,774
5	UBS	UBS Group AG This page	62,364	$3,090,759

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,090,759	62,364	-11.4%	Shares	Sole	2026-08-13
2026-03-31	$2,749,590	70,376	+50.8%	Shares	Sole	2026-05-14
2025-12-31	$2,161,704	46,679	-11.1%	Shares	Sole	2026-02-12
2025-09-30	$2,153,238	52,518	-25.5%	Shares	Sole	2025-11-13
2025-06-30	$2,383,092	70,464	+54.4%	Shares	Sole	2025-08-14
2025-03-31	$1,397,953	45,640	-20.6%	Shares	Sole	2025-05-14
2024-12-31	$1,743,400	57,500	+37.3%	Shares	Sole	2025-02-13
2024-09-30	$1,294,510	41,880	+1.1%	Shares	Sole	2024-11-13
2024-06-30	$1,224,137	41,440	+61.3%	Shares	Sole	2024-08-13
2024-03-31	$789,196	25,690	+50.2%	Shares	Sole	2024-05-14
2023-12-31	$528,390	17,100	-90.1%	Shares	Sole	2024-02-13
2020-09-30	$1,928,950	173,000	0.0%	Shares	Sole	2020-11-16
2020-06-30	$1,996,420	173,000	+9.0%	Shares	Sole	2020-08-14
2020-03-31	$1,469,839	158,730	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.