Position in UBS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$236,202
+$49,995 QoQ
Shares Held
4,766
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#540
of 758 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Independence Bank of Kentucky holds $36,363,543 across 14 Banks - Diversified names. UBS ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
92,790 | $30,372,950 | |
| 2 | BAC |
Bank Of America Corp /De/
|
49,888 | $2,842,618 | |
| 3 | C |
Citigroup Inc
|
14,427 | $2,019,202 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
5,646 | $649,290 | |
| 5 | UBS |
UBS Group AG
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|
4,766 | $236,202 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
1,259 | $104,043 | |
| 7 | BNS |
Bank Of Nova Scotia
|
1,005 | $87,274 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
136 | $12,932 |
All Filings in UBS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,202 | 4,766 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $186,207 | 4,766 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $220,713 | 4,766 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $188,600 | 4,600 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $155,572 | 4,600 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $156,213 | 5,100 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $153,874 | 5,075 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||