Legacy Capital Group California, Inc.

Position in UBS — UBS Group AG

CIK 1977092 LOS GATOS, CA

Position in UBS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,566,195

+$323,691 QoQ

Shares Held

31,602

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#280

of 758 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Legacy Capital Group California, Inc. holds $12,059,405 across 11 Banks - Diversified names. UBS ranks #4 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	15,985	$2,237,260
2	JPM	Jpmorgan Chase & Co	6,630	$2,170,197
3	BNY	Bank of New York Mellon Corp	13,511	$1,953,825
4	UBS	UBS Group AG This page	31,602	$1,566,195
5	BCS	Barclays PLC	42,007	$1,128,308
6	BAC	Bank Of America Corp /De/	17,863	$1,017,833
7	HSBC	Hsbc Holdings PLC	4,668	$443,880
8	TD	Toronto Dominion Bank	3,638	$441,762

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,566,195	31,602	-0.6%	Shares	Sole	2026-07-29
2026-03-31	$1,242,504	31,802	-19.4%	Shares	Sole	2026-05-04
2025-12-31	$1,827,902	39,471	+0.6%	Shares	Sole	2026-01-28
2025-09-30	$1,608,512	39,232	+1.4%	Shares	Sole	2025-11-12
2025-06-30	$1,309,104	38,708	+2.2%	Shares	Sole	2025-07-14
2025-03-31	$1,160,172	37,877	-5.7%	Shares	Sole	2025-05-09
2024-12-31	$1,217,772	40,164	-0.9%	Shares	Sole	2025-02-03
2024-09-30	$1,252,998	40,537	-1.9%	Shares	Sole	2024-10-23
2024-06-30	$1,220,917	41,331	+1.1%	Shares	Sole	2024-07-22
2024-03-31	$1,255,956	40,884	-4.4%	Shares	Sole	2024-05-07
2023-12-31	$1,321,809	42,777	+1.2%	Shares	Sole	2024-02-13
2023-09-30	$1,042,202	42,280	+0.7%	Shares	Sole	2023-11-06
2023-06-30	$850,671	41,967	+16.7%	Shares	Sole	2023-08-10
2023-03-31	$767,685	35,974	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.