Position in UBS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,962,526
+$524,555 QoQ
Shares Held
39,599
+7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#265
of 758 holders
Holding Since
Sep 2020
17 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, 2026Kathmere Capital Management, LLC holds $32,306,190 across 18 Banks - Diversified names. UBS ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,627 | $6,097,175 | |
| 2 | C |
Citigroup Inc
|
25,614 | $3,584,935 | |
| 3 | BAC |
Bank Of America Corp /De/
|
59,698 | $3,401,592 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
31,398 | $2,985,635 | |
| 5 | UBS |
UBS Group AG
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|
39,599 | $1,962,526 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
70,567 | $1,768,409 | |
| 7 | RY |
Royal Bank Of Canada
|
7,981 | $1,651,827 | |
| 8 | SAN |
Banco Santander, S.A.
|
112,841 | $1,557,205 |
All Filings in UBS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,962,526 | 39,599 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,437,971 | 36,805 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,628,722 | 35,170 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,434,959 | 34,999 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,115,011 | 32,969 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,093,368 | 35,696 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,053,529 | 34,747 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,033,568 | 33,438 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,003,385 | 33,967 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,064,509 | 34,652 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,029,155 | 33,306 | Shares | Sole | 2024-04-16 | |
| 2023-09-30 | $791,511 | 32,110 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $552,033 | 27,234 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $560,132 | 26,248 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $395,281 | 21,172 | Shares | Sole | 2023-01-24 | |
| 2020-12-31 | $353 | 25 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $278 | 25 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||