Position in UBS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$38,309
-$292 QoQ
Shares Held
773
-21.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#620
of 757 holders
Holding Since
Mar 2020
24 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, 2026Key Financial Inc holds $7,690,133 across 11 Banks - Diversified names. UBS ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,667 | $5,782,939 | |
| 2 | BAC |
Bank Of America Corp /De/
|
12,264 | $698,802 | |
| 3 | C |
Citigroup Inc
|
4,436 | $620,862 | |
| 4 | TD |
Toronto Dominion Bank
|
2,341 | $284,267 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
2,325 | $192,138 | |
| 6 | UBS |
UBS Group AG
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|
773 | $38,309 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,300 | $25,857 | |
| 8 | RY |
Royal Bank Of Canada
|
100 | $20,697 |
All Filings in UBS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,309 | 773 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $38,601 | 988 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $35,797 | 773 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $31,693 | 773 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $26,142 | 773 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $23,676 | 773 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $23,437 | 773 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $14,094 | 456 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $13,470 | 456 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $14,008 | 456 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $14,090 | 456 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $11,240 | 456 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $9,243 | 456 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $9,731 | 456 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $8,513 | 456 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $6,616 | 456 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $7,396 | 456 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $8,910 | 456 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $8,148 | 456 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $7,268 | 456 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $6,995 | 456 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $7,081 | 456 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $6,443 | 456 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $4,222 | 456 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||