Position in UBS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$695,326
+$138,813 QoQ
Shares Held
14,030
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#358
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, 2026SAGE RHINO CAPITAL LLC holds $11,011,206 across 11 Banks - Diversified names. UBS ranks #8 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,855 | $3,225,837 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
18,393 | $1,519,997 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
12,540 | $1,192,428 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
34,090 | $803,842 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
31,941 | $800,441 | |
| 6 | SAN |
Banco Santander, S.A.
|
54,671 | $754,459 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
37,641 | $748,679 | |
| 8 | UBS |
UBS Group AG
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|
14,030 | $695,326 |
All Filings in UBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $695,326 | 14,030 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $556,513 | 14,244 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $658,250 | 14,214 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $619,715 | 15,115 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $510,445 | 15,093 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $472,345 | 15,421 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $468,777 | 15,461 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $490,541 | 15,870 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $465,993 | 15,775 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $497,602 | 16,198 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $496,563 | 16,070 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $411,309 | 16,686 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $333,603 | 16,458 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $350,424 | 16,421 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $306,019 | 16,391 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $226,863 | 15,635 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $265,326 | 16,358 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $317,231 | 16,235 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $287,617 | 16,095 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $237,649 | 14,909 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $213,747 | 13,934 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $197,696 | 12,730 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $171,947 | 12,169 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $131,057 | 11,754 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $135,087 | 11,706 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $103,304 | 11,156 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||