Position in UBS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$25,969
+$11,396 QoQ
Shares Held
524
+40.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#630
of 758 holders
Holding Since
Dec 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, 2026Triumph Capital Management holds $10,541,237 across 18 Banks - Diversified names. UBS ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
15,336 | $5,019,932 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
44,682 | $3,692,520 | |
| 3 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
4,038 | $464,370 | |
| 4 | BNS |
Bank Of Nova Scotia
|
3,840 | $333,465 | |
| 5 | C |
Citigroup Inc
|
2,068 | $289,437 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,458 | $210,841 | |
| 7 | RY |
Royal Bank Of Canada
|
622 | $128,735 | |
| 8 | TD |
Toronto Dominion Bank
|
969 | $117,665 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,969 | 524 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $14,573 | 373 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $20,330 | 439 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||