Position in UBS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,518,530
-$458,230 QoQ
Shares Held
64,462
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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, 2026Trivant Custom Portfolio Group, LLC holds $5,084,744 across 1 Banks - Diversified name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
15,534 | $5,084,744 |
All Filings in UBS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,518,530 | 64,462 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,976,760 | 64,279 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,643,229 | 64,469 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,182,370 | 64,529 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,964,979 | 64,155 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $972,089 | 32,061 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,017,557 | 32,920 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $979,251 | 33,150 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||