Position in UBS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$7,654,492
+$1,861,974 QoQ
Shares Held
154,449
+4.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#169
of 758 holders
Holding Since
Sep 2025
4 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, 2026Triasima Portfolio Management inc. holds $174,613,071 across 8 Banks - Diversified names. UBS ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RY |
Royal Bank Of Canada
|
255,069 | $52,791,630 | |
| 2 | TD |
Toronto Dominion Bank
|
306,074 | $37,166,565 | |
| 3 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
243,652 | $28,019,980 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
153,984 | $27,208,972 | |
| 5 | BNS |
Bank Of Nova Scotia
|
128,680 | $11,174,571 | |
| 6 | UBS |
UBS Group AG
This page
|
154,449 | $7,654,492 | |
| 7 | JPM |
Jpmorgan Chase & Co
|
17,419 | $5,701,761 | |
| 8 | BCS |
Barclays PLC
|
182,245 | $4,895,100 |
All Filings in UBS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,654,492 | 154,449 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,792,518 | 148,260 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,685,080 | 144,355 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $5,943,565 | 144,965 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||