Position in UBS
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$213,634
-$39,589 QoQ
Shares Held
5,468
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026FLC Capital Advisors holds $8,804,493 across 5 Banks - Diversified names.
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,634 | 5,468 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $253,223 | 5,468 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $233,413 | 5,693 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||