Position in UBS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,339,055
+$1,041,974 QoQ
Shares Held
67,374
+14.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#225
of 758 holders
Holding Since
Mar 2025
6 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, 2026TrueMark Investments, LLC holds $7,909,555 across 2 Banks - Diversified names. UBS ranks #2 (42.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HSBC |
Hsbc Holdings PLC
|
48,065 | $4,570,500 | |
| 2 | UBS |
UBS Group AG
This page
|
67,374 | $3,339,055 |
All Filings in UBS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,339,055 | 67,374 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,297,081 | 58,794 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,787,787 | 81,792 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,916,453 | 71,133 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,559,700 | 75,686 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,958,972 | 63,956 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||