Zhang Financial LLC

Position in UBS — UBS Group AG

CIK 1776290 PORTAGE, MI

Position in UBS

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$349,943

+$74,070 QoQ

Shares Held

7,061

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#459

of 758 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Zhang Financial LLC holds $13,546,399 across 7 Banks - Diversified names. UBS ranks #6 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	27,780	$9,093,227
2	BAC	Bank Of America Corp /De/	35,794	$2,039,542
3	WFC	Wells Fargo & Company/Mn	10,741	$887,636
4	HSBC	Hsbc Holdings PLC	5,226	$496,940
5	BNY	Bank of New York Mellon Corp	2,594	$375,118
6	UBS	UBS Group AG This page	7,061	$349,943
7	C	Citigroup Inc	2,172	$303,993

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$349,943	7,061	0.0%	Shares	Sole	2026-07-30
2026-03-31	$275,873	7,061	-2.9%	Shares	Sole	2026-05-06
2025-12-31	$336,812	7,273	0.0%	Shares	Sole	2026-02-10
2025-09-30	$298,193	7,273	-14.6%	Shares	Sole	2025-11-10
2025-06-30	$287,977	8,515	-4.6%	Shares	Sole	2025-08-01
2025-03-31	$273,434	8,927	-77.8%	Shares	Sole	2025-04-15
2024-12-31	$1,219,197	40,211	+16.1%	Shares	Sole	2025-01-16
2024-09-30	$1,070,722	34,640	+8.2%	Shares	Sole	2024-10-15
2024-06-30	$945,280	32,000	-6.8%	Shares	Sole	2024-07-19
2024-03-31	$1,054,832	34,337	+48.8%	Shares	Sole	2024-04-24
2023-12-31	$713,233	23,082	-3.9%	Shares	Sole	2024-01-31
2023-09-30	$591,895	24,012	+11.1%	Shares	Sole	2023-10-11
2023-06-30	$438,237	21,620	+28.6%	Shares	Sole	2023-07-18
2023-03-31	$358,725	16,810	-4.6%	Shares	Sole	2023-05-11
2022-12-31	$328,890	17,616	+68.4%	Shares	Sole	2023-05-17
2022-09-30	$151,774	10,460	—	Shares	Sole	2022-10-18
No filing history on record for this holder in this stock.