Position in UBS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$358,913
+$75,969 QoQ
Shares Held
7,242
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#454
of 758 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cromwell Holdings LLC holds $11,356,945 across 18 Banks - Diversified names. UBS ranks #10 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,150 | $2,995,068 | |
| 2 | BAC |
Bank Of America Corp /De/
|
19,462 | $1,108,943 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
11,171 | $923,171 | |
| 4 | C |
Citigroup Inc
|
5,927 | $829,542 | |
| 5 | RY |
Royal Bank Of Canada
|
3,219 | $666,236 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
6,967 | $662,492 | |
| 7 | SAN |
Banco Santander, S.A.
|
36,753 | $507,191 | |
| 8 | TD |
Toronto Dominion Bank
|
4,091 | $496,770 |
All Filings in UBS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,913 | 7,242 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $282,944 | 7,242 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $335,377 | 7,242 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $296,922 | 7,242 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $244,924 | 7,242 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $221,822 | 7,242 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $219,577 | 7,242 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $223,850 | 7,242 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $213,928 | 7,242 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||