Position in UBS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$398,264
+$84,298 QoQ
Shares Held
8,036
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#443
of 758 holders
Holding Since
Mar 2020
26 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, 2026Investors Research Corp holds $3,318,867 across 8 Banks - Diversified names. UBS ranks #4 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,591 | $848,112 | |
| 2 | BAC |
Bank Of America Corp /De/
|
12,577 | $716,637 | |
| 3 | C |
Citigroup Inc
|
4,425 | $619,323 | |
| 4 | UBS |
UBS Group AG
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|
8,036 | $398,264 | |
| 5 | ING |
Ing Groep NV
|
10,280 | $322,586 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,894 | $273,891 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
963 | $79,582 | |
| 8 | TD |
Toronto Dominion Bank
|
498 | $60,472 |
All Filings in UBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,264 | 8,036 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $313,966 | 8,036 | Shares | Sole | 2026-04-03 | |
| 2025-12-31 | $372,147 | 8,036 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $422,751 | 10,311 | Shares | Sole | 2025-10-02 | |
| 2025-06-30 | $376,010 | 11,118 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $340,544 | 11,118 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $337,097 | 11,118 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $343,657 | 11,118 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $328,425 | 11,118 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $341,544 | 11,118 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $343,546 | 11,118 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $274,058 | 11,118 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $936,129 | 46,183 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $982,365 | 46,034 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $873,924 | 46,809 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $685,728 | 47,259 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $766,540 | 47,259 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $923,440 | 47,259 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $844,518 | 47,259 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $753,308 | 47,259 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $724,953 | 47,259 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $733,932 | 47,259 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $673,421 | 47,659 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $537,530 | 48,209 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $579,123 | 50,184 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $464,703 | 50,184 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||