Position in UBS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$455,406
-$1,328,725 QoQ
Shares Held
9,189
-79.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#416
of 758 holders
Holding Since
Dec 2021
19 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, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $210,164,125 across 15 Banks - Diversified names. UBS ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
293,651 | $96,120,781 | |
| 2 | BAC |
Bank Of America Corp /De/
|
738,216 | $42,063,547 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
349,488 | $28,881,688 | |
| 4 | C |
Citigroup Inc
|
196,365 | $27,483,245 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
78,245 | $11,315,009 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
7,423 | $705,853 | |
| 7 | RY |
Royal Bank Of Canada
|
2,907 | $601,661 | |
| 8 | SAN |
Banco Santander, S.A.
|
43,491 | $600,175 |
All Filings in UBS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $455,406 | 9,189 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,784,131 | 45,665 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,114,746 | 45,665 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,872,265 | 45,665 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,950,568 | 57,675 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,649,425 | 53,850 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,627,335 | 53,672 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,659,001 | 53,672 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,643,989 | 55,653 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,847,285 | 60,133 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,895,807 | 61,353 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,414,983 | 57,403 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,246,868 | 61,513 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,262,282 | 59,151 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,099,868 | 58,911 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $854,798 | 58,911 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $878,815 | 54,181 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,066,415 | 54,576 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $975,273 | 54,576 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||