Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,056,272
+$226,152 QoQ
Shares Held
21,313
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#324
of 758 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SYON CAPITAL LLC holds $48,293,783 across 18 Banks - Diversified names. UBS ranks #11 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
50,236 | $16,443,749 | |
| 2 | BAC |
Bank Of America Corp /De/
|
107,743 | $6,139,196 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
38,250 | $3,160,980 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
32,446 | $3,085,290 | |
| 5 | C |
Citigroup Inc
|
18,104 | $2,533,835 | |
| 6 | RY |
Royal Bank Of Canada
|
11,763 | $2,434,588 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
92,865 | $2,327,196 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
13,577 | $1,963,369 |
All Filings in UBS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,056,272 | 21,313 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $830,120 | 21,247 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,016,921 | 21,959 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $946,977 | 23,097 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $595,333 | 17,603 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $455,988 | 14,887 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $477,691 | 15,755 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,839,732 | 59,519 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,700,115 | 57,553 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,581,250 | 51,473 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $1,125,888 | 45,675 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||