Position in UBS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$198,289
+$94,090 QoQ
Shares Held
4,001
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#569
of 758 holders
Holding Since
Jun 2020
25 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, 2026Rosenberg Matthew Hamilton holds $5,375,342 across 15 Banks - Diversified names. UBS ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,292 | $2,059,560 | |
| 2 | C |
Citigroup Inc
|
5,473 | $766,001 | |
| 3 | BAC |
Bank Of America Corp /De/
|
10,836 | $617,435 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
5,993 | $495,261 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,157 | $311,923 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,713 | $257,979 | |
| 7 | UBS |
UBS Group AG
This page
|
4,001 | $198,289 | |
| 8 | RY |
Royal Bank Of Canada
|
915 | $189,377 |
All Filings in UBS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $198,289 | 4,001 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $104,199 | 2,667 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $123,508 | 2,667 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $112,668 | 2,748 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $92,937 | 2,748 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $80,373 | 2,624 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $79,559 | 2,624 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $81,107 | 2,624 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $67,026 | 2,269 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $80,609 | 2,624 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $75,921 | 2,457 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $60,565 | 2,457 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $49,803 | 2,457 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $52,432 | 2,457 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $45,872 | 2,457 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $30,500 | 2,102 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $33,494 | 2,065 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $40,350 | 2,065 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $36,901 | 2,065 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $40,933 | 2,568 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $39,393 | 2,568 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $39,881 | 2,568 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $36,285 | 2,568 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $28,633 | 2,568 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $29,634 | 2,568 | Shares | Sole | 2020-08-04 | |
| No filing history on record for this holder in this stock. | ||||||