Position in UBS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,861,671
-$49,281 QoQ
Shares Held
37,564
-23.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#267
of 758 holders
Holding Since
Mar 2022
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, 2026Vise Technologies, Inc. holds $159,529,284 across 13 Banks - Diversified names. UBS ranks #12 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
251,991 | $82,484,214 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
192,201 | $15,883,490 | |
| 3 | C |
Citigroup Inc
|
98,629 | $13,804,114 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
375,841 | $7,475,477 | |
| 5 | RY |
Royal Bank Of Canada
|
32,102 | $6,644,150 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
64,551 | $6,138,154 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
248,161 | $5,851,636 | |
| 8 | TD |
Toronto Dominion Bank
|
48,083 | $5,838,718 |
All Filings in UBS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,861,671 | 37,564 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,910,952 | 48,911 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,265,068 | 48,911 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,803,457 | 68,377 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,931,223 | 57,103 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $1,644,374 | 54,234 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,438,675 | 46,544 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,444,210 | 48,890 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,241,671 | 40,419 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,174,292 | 38,003 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $939,411 | 38,110 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $796,327 | 39,286 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $674,920 | 31,627 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $508,160 | 27,218 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $431,469 | 29,736 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $374,990 | 23,119 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $261,757 | 13,396 | Shares | Sole | 2022-06-08 | |
| No filing history on record for this holder in this stock. | ||||||