Position in UBS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$260,586
+$24,220 QoQ
Shares Held
5,258
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#516
of 758 holders
Holding Since
Dec 2020
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, 2026Interchange Capital Partners, LLC holds $9,656,387 across 8 Banks - Diversified names. UBS ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,438 | $5,707,980 | |
| 2 | BAC |
Bank Of America Corp /De/
|
22,552 | $1,285,012 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
9,334 | $771,361 | |
| 4 | C |
Citigroup Inc
|
5,110 | $715,195 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,167 | $457,979 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,958 | $281,276 | |
| 7 | UBS |
UBS Group AG
This page
|
5,258 | $260,586 | |
| 8 | SAN |
Banco Santander, S.A.
|
12,826 | $176,998 |
All Filings in UBS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,586 | 5,258 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $236,366 | 5,104 | Shares | Sole | 2026-01-30 | |
| 2021-09-30 | $237,665 | 14,910 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $228,719 | 14,910 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $143,683 | 9,252 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $199,459 | 14,116 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||