Position in UBS
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$11,101
-$151 QoQ
Shares Held
224
-22.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#664
of 758 holders
Holding Since
Mar 2025
5 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, 2026CX Institutional holds $17,329,190 across 17 Banks - Diversified names. UBS ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,458 | $9,642,487 | |
| 2 | C |
Citigroup Inc
|
14,139 | $1,978,894 | |
| 3 | BAC |
Bank Of America Corp /De/
|
34,279 | $1,953,217 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
18,127 | $1,498,015 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
9,733 | $1,407,489 | |
| 6 | RY |
Royal Bank Of Canada
|
1,819 | $376,478 | |
| 7 | TD |
Toronto Dominion Bank
|
2,138 | $259,617 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
554 | $97,891 |
All Filings in UBS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,101 | 224 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $11,252 | 288 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $10,373 | 224 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $9,184 | 224 | Shares | Sole | 2025-10-23 | |
| 2025-03-31 | $2 | 50 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||