Position in UBS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$322,189
+$111,896 QoQ
Shares Held
6,501
+43.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#472
of 758 holders
Holding Since
Dec 2025
2 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, 2026TITLEIST ASSET MANAGEMENT, LLC holds $9,816,364 across 6 Banks - Diversified names. UBS ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,206 | $5,959,369 | |
| 2 | BAC |
Bank Of America Corp /De/
|
28,897 | $1,646,551 | |
| 3 | C |
Citigroup Inc
|
7,630 | $1,067,894 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
5,456 | $450,883 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,555 | $369,478 | |
| 6 | UBS |
UBS Group AG
This page
|
6,501 | $322,189 |
All Filings in UBS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,189 | 6,501 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $210,293 | 4,541 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||