Position in UBS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$241,010
New position
Shares Held
4,863
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#535
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, 2026HUB Investment Partners, LLC holds $92,115,576 across 15 Banks - Diversified names. UBS ranks #15 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
166,772 | $54,589,478 | |
| 2 | BAC |
Bank Of America Corp /De/
|
298,652 | $17,017,190 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
130,960 | $10,822,534 | |
| 4 | C |
Citigroup Inc
|
23,379 | $3,272,124 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
8,704 | $1,258,685 | |
| 6 | SAN |
Banco Santander, S.A.
|
66,109 | $912,304 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
28,730 | $719,973 | |
| 8 | BCS |
Barclays PLC
|
25,916 | $696,103 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,010 | 4,863 | Shares | Sole | 2026-07-31 | |
| No filing history on record for this holder in this stock. | ||||||