Position in UBS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,113
-$262 QoQ
Shares Held
83
-25.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#706
of 758 holders
Holding Since
Mar 2025
6 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, 2026First Pacific Financial holds $19,533,540 across 8 Banks - Diversified names. UBS ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
26,016 | $8,515,817 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
56,610 | $8,186,372 | |
| 3 | ING |
Ing Groep NV
|
46,421 | $1,456,690 | |
| 4 | C |
Citigroup Inc
|
4,842 | $677,686 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
6,412 | $529,887 | |
| 6 | BAC |
Bank Of America Corp /De/
|
2,073 | $118,119 | |
| 7 | BCS |
Barclays PLC
|
1,670 | $44,856 | |
| 8 | UBS |
UBS Group AG
This page
|
83 | $4,113 |
All Filings in UBS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,113 | 83 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,375 | 112 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $5,186 | 112 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $5,166 | 126 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,802 | 142 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $4,349 | 142 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||