Position in UBS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$559,334
+$26,214 QoQ
Shares Held
11,286
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#390
of 758 holders
Holding Since
Dec 2021
18 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, 2026STUDIO INVESTMENT MANAGEMENT LLC holds $12,164,214 across 6 Banks - Diversified names. UBS ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
20,738 | $6,788,169 | |
| 2 | BAC |
Bank Of America Corp /De/
|
52,576 | $2,995,780 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
9,429 | $779,212 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,546 | $657,397 | |
| 5 | UBS |
UBS Group AG
This page
|
11,286 | $559,334 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
2,175 | $384,322 |
All Filings in UBS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $559,334 | 11,286 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $533,120 | 11,512 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $507,375 | 12,375 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $444,428 | 13,141 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $410,135 | 13,390 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $464,987 | 15,336 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $480,835 | 15,556 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $445,817 | 15,092 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $457,973 | 14,908 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $429,695 | 13,906 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $405,418 | 16,447 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $410,994 | 20,276 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $431,857 | 20,237 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $425,414 | 22,786 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $317,870 | 21,907 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $350,141 | 21,587 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $386,755 | 19,793 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $377,289 | 21,113 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||