Position in UBS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$3,964
New position
Shares Held
80
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#707
of 758 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Gleason Group, Inc. holds $7,307,444 across 8 Banks - Diversified names. UBS ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
10,577 | $3,462,169 | |
| 2 | BAC |
Bank Of America Corp /De/
|
43,019 | $2,451,222 | |
| 3 | C |
Citigroup Inc
|
9,664 | $1,352,573 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
173 | $14,296 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
468 | $9,308 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
53 | $7,664 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
265 | $6,248 | |
| 8 | UBS |
UBS Group AG
This page
|
80 | $3,964 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,964 | 80 | Shares | Sole | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||