Wedmont Private Capital

Position in UBS — UBS Group AG

CIK 1904274 WEST CHESTER, PA

Position in UBS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$418,782

+$50,235 QoQ

Shares Held

8,450

-10.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#435

of 758 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wedmont Private Capital holds $43,956,290 across 14 Banks - Diversified names. UBS ranks #10 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	54,011	$17,679,420
2	WFC	Wells Fargo & Company/Mn	154,312	$12,752,343
3	BAC	Bank Of America Corp /De/	76,386	$4,352,474
4	C	Citigroup Inc	26,112	$3,654,635
5	BNY	Bank of New York Mellon Corp	8,886	$1,285,004
6	RY	Royal Bank Of Canada	3,878	$802,629
7	HSBC	Hsbc Holdings PLC	7,127	$677,706
8	SAN	Banco Santander, S.A.	37,127	$512,352

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$418,782	8,450	-10.4%	Shares	Sole	2026-07-13
2026-03-31	$368,547	9,433	-4.9%	Shares	Sole	2026-04-09
2025-12-31	$459,395	9,920	+6.5%	Shares	Sole	2026-01-08
2025-09-30	$381,751	9,311	+0.8%	Shares	Sole	2025-10-08
2025-06-30	$312,496	9,240	+1.6%	Shares	Sole	2025-07-10
2025-03-31	$278,549	9,094	-1.9%	Shares	Sole	2025-04-14
2024-12-31	$281,157	9,273	+1.1%	Shares	Sole	2025-01-13
2024-09-30	$283,537	9,173	+10.6%	Shares	Sole	2024-10-08
2024-06-30	$245,004	8,294	+10.2%	Shares	Sole	2024-07-15
2024-03-31	$231,198	7,526	+3.2%	Shares	Sole	2024-04-10
2023-12-31	$225,415	7,295	—	Shares	Sole	2024-01-09
No filing history on record for this holder in this stock.