Truvestments Capital LLC

Position in UBS — UBS Group AG

CIK 1750405 SARASOTA, FL

Position in UBS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$297

-$13,299 QoQ

Shares Held

-98.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#754

of 758 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Truvestments Capital LLC holds $2,154,837 across 8 Banks - Diversified names. UBS ranks #8 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	5,344	$1,749,251
2	BAC	Bank Of America Corp /De/	2,070	$117,948
3	WFC	Wells Fargo & Company/Mn	1,243	$102,721
4	C	Citigroup Inc	505	$70,679
5	BMO	Bank Of Montreal /Can/	300	$53,010
6	BNY	Bank of New York Mellon Corp	213	$30,801
7	CM	Canadian Imperial Bank Of Commerce /Can/	262	$30,130
8	UBS	UBS Group AG This page	6	$297

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$297	6	-98.3%	Shares	Sole	2026-08-12
2026-03-31	$13,596	348	+5700.0%	Shares	Sole	2026-05-13
2025-12-31	$277	6	0.0%	Shares	Sole	2026-02-13
2025-09-30	$246	6	0.0%	Shares	Sole	2025-11-14
2025-06-30	$202	6	-98.7%	Shares	Sole	2025-08-13
2025-03-31	$14,273	466	+11.8%	Shares	Sole	2025-05-14
2021-12-31	$7,451	417	0.0%	Shares	Sole	2022-02-14
2021-09-30	$6,646	417	0.0%	Shares	Sole	2021-10-29
2021-06-30	$6,396	417	+2.0%	Shares	Sole	2021-08-12
2021-03-31	$6,351	409	0.0%	Shares	Sole	2021-05-18
2020-12-31	$5,779	409	-50.5%	Shares	Sole	2021-02-17
2020-06-30	$9,543	827	-22.6%	Shares	Sole	2020-08-06
2020-03-31	$9,898	1,069	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.