Position in UBS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$396
+$84 QoQ
Shares Held
8
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#752
of 758 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Derivatives in UBS
reported options exposure · as of Jun 30, 2023CallValue
$3,405
CallShares
168
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Covestor Ltd holds $490,993 across 7 Banks - Diversified names. UBS ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
743 | $243,206 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,421 | $80,968 | |
| 3 | C |
Citigroup Inc
|
454 | $63,541 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
727 | $60,079 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
289 | $41,792 | |
| 6 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
17 | $1,011 | |
| 7 | UBS |
UBS Group AG
This page
|
8 | $396 |
All Filings in UBS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396 | 8 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $312 | 8 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $370 | 8 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $328 | 8 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $270 | 8 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $245 | 8 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $242 | 8 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $185 | 6 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $177 | 6 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $184 | 6 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $185 | 6 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $123 | 5 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $121 | 6 | Shares | Sole | 2023-08-11 | |
| 2023-06-30 | $3,405 | 168 | Call | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||