Bruce G. Allen Investments, LLC

Position in UBS — UBS Group AG

CIK 2005409 DENVER, CO

Position in UBS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$126,229

+$25,624 QoQ

Shares Held

2,547

-1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#582

of 758 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $3,723,099 across 18 Banks - Diversified names. UBS ranks #9 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,078	$680,191
2	BNY	Bank of New York Mellon Corp	4,353	$629,487
3	BAC	Bank Of America Corp /De/	8,549	$487,122
4	WFC	Wells Fargo & Company/Mn	4,745	$392,126
5	ING	Ing Groep NV	10,631	$333,600
6	SMFG	Sumitomo Mitsui Financial Group, Inc.	8,546	$201,514
7	C	Citigroup Inc	1,240	$173,550
8	RY	Royal Bank Of Canada	656	$135,772

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$126,229	2,547	-1.1%	Shares	Sole	2026-07-31
2026-03-31	$100,605	2,575	-2.5%	Shares	Sole	2026-05-08
2025-12-31	$122,304	2,641	-0.4%	Shares	Sole	2026-02-10
2025-09-30	$108,691	2,651	-0.3%	Shares	Sole	2025-10-30
2025-06-30	$89,927	2,659	-3.4%	Shares	Sole	2025-07-09
2025-03-31	$84,293	2,752	-29.0%	Shares	Sole	2025-04-14
2024-12-31	$117,520	3,876	-3.0%	Shares	Sole	2025-01-10
2024-09-30	$123,485	3,995	+19.5%	Shares	Sole	2024-10-08
2024-06-30	$98,752	3,343	-17.8%	Shares	Sole	2024-07-12
2024-03-31	$124,876	4,065	-2.6%	Shares	Sole	2024-04-10
2023-12-31	$129,007	4,175	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.