Position in UBS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,807
New position
Shares Held
97
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#700
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, 2026SITTNER & NELSON, LLC holds $7,083,238 across 11 Banks - Diversified names. UBS ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
13,914 | $4,554,469 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
14,305 | $1,182,165 | |
| 3 | BAC |
Bank Of America Corp /De/
|
16,810 | $957,833 | |
| 4 | C |
Citigroup Inc
|
1,188 | $166,272 | |
| 5 | TD |
Toronto Dominion Bank
|
1,000 | $121,430 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
600 | $86,766 | |
| 7 | UBS |
UBS Group AG
This page
|
97 | $4,807 | |
| 8 | BCS |
Barclays PLC
|
123 | $3,303 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,807 | 97 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||