Position in UBS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$440,142
+$154,306 QoQ
Shares Held
8,881
+21.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#426
of 758 holders
Holding Since
Dec 2025
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, 2026Greenspring Advisors, LLC holds $10,623,614 across 16 Banks - Diversified names. UBS ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
12,236 | $4,005,209 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
12,305 | $1,016,885 | |
| 3 | BAC |
Bank Of America Corp /De/
|
14,236 | $811,167 | |
| 4 | SAN |
Banco Santander, S.A.
|
43,843 | $605,033 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
5,078 | $482,867 | |
| 6 | UBS |
UBS Group AG
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|
8,881 | $440,142 | |
| 7 | TD |
Toronto Dominion Bank
|
3,463 | $420,512 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
17,783 | $419,323 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $440,142 | 8,881 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $285,836 | 7,316 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $300,829 | 6,496 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||