Position in UBS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,213,278
+$375,383 QoQ
Shares Held
24,481
+14.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#305
of 758 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 97%
Shared 3%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Gryphon Financial Partners LLC holds $19,802,584 across 8 Banks - Diversified names. UBS ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
35,296 | $11,553,439 | |
| 2 | BAC |
Bank Of America Corp /De/
|
51,093 | $2,911,279 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
20,109 | $1,661,807 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
13,823 | $1,314,429 | |
| 5 | UBS |
UBS Group AG
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|
24,481 | $1,213,278 | |
| 6 | C |
Citigroup Inc
|
4,858 | $679,925 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,778 | $257,116 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
10,624 | $211,311 |
All Filings in UBS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,213,278 | 24,481 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $837,895 | 21,446 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $903,276 | 19,505 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $682,855 | 16,655 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $420,179 | 12,424 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $305,258 | 9,966 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $208,662 | 6,882 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||