Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$223,119
-$2,827 QoQ
Shares Held
4,502
-7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#551
of 758 holders
Holding Since
Dec 2023
3 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, 2026American Trust holds $13,326,522 across 6 Banks - Diversified names. UBS ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
30,269 | $9,907,951 | |
| 2 | BAC |
Bank Of America Corp /De/
|
39,612 | $2,257,091 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
4,203 | $347,335 | |
| 4 | C |
Citigroup Inc
|
2,331 | $326,246 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,831 | $264,780 | |
| 6 | UBS |
UBS Group AG
This page
|
4,502 | $223,119 |
All Filings in UBS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,119 | 4,502 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $225,946 | 4,879 | Shares | Sole | 2026-02-17 | |
| 2023-12-31 | $284,805 | 9,217 | Shares | Sole | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||