Position in UBS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,681,800
+$1,430,600 QoQ
Shares Held
155,000
-3.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#168
of 758 holders
Holding Since
Dec 2023
11 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, 2026INSPIRE TRUST CO, N.A. holds $35,944,713 across 4 Banks - Diversified names. UBS ranks #3 (21.4% of the industry book) .
All Filings in UBS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,681,800 | 155,000 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $6,251,200 | 160,000 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,020,300 | 130,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,125,000 | 125,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,565,700 | 135,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,461,190 | 113,000 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,274,560 | 108,000 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $3,227,529 | 104,417 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $2,257,358 | 76,417 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,518,090 | 49,417 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $823,083 | 26,637 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||