Position in UBS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$580,248
+$128,873 QoQ
Shares Held
11,708
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#385
of 758 holders
Holding Since
Mar 2026
2 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, 2026Nilsine Partners, LLC holds $27,995,716 across 11 Banks - Diversified names. UBS ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
39,511 | $12,933,135 | |
| 2 | BAC |
Bank Of America Corp /De/
|
81,096 | $4,620,850 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
26,748 | $3,868,028 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
30,323 | $2,505,892 | |
| 5 | C |
Citigroup Inc
|
7,437 | $1,040,882 | |
| 6 | BCS |
Barclays PLC
|
37,009 | $994,061 | |
| 7 | UBS |
UBS Group AG
This page
|
11,708 | $580,248 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
4,333 | $412,024 |
All Filings in UBS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $580,248 | 11,708 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $451,375 | 11,553 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||