Position in UBS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$288,786
+$284,813 QoQ
Shares Held
5,827
+2278.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#495
of 758 holders
Holding Since
Jun 2022
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Venture Visionary Partners LLC holds $104,671,245 across 9 Banks - Diversified names. UBS ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
256,731 | $84,035,758 | |
| 2 | BAC |
Bank Of America Corp /De/
|
236,425 | $13,471,496 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
29,896 | $2,470,605 | |
| 4 | SAN |
Banco Santander, S.A.
|
139,853 | $1,929,971 | |
| 5 | C |
Citigroup Inc
|
11,435 | $1,600,442 | |
| 6 | TD |
Toronto Dominion Bank
|
2,647 | $321,425 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
2,141 | $309,610 | |
| 8 | UBS |
UBS Group AG
This page
|
5,827 | $288,786 |
All Filings in UBS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,786 | 5,827 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $3,973 | 245 | Shares | Sole | 2022-07-26 | |
| No filing history on record for this holder in this stock. | ||||||