Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$213,801
New position
Shares Held
4,314
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#559
of 758 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Stonebrook Private Inc. holds $9,145,786 across 9 Banks - Diversified names. UBS ranks #9 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
16,046 | $5,252,337 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,547 | $1,170,768 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
10,479 | $865,984 | |
| 4 | C |
Citigroup Inc
|
3,408 | $476,983 | |
| 5 | TD |
Toronto Dominion Bank
|
3,092 | $375,461 | |
| 6 | SAN |
Banco Santander, S.A.
|
20,625 | $284,625 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
13,006 | $258,689 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
2,599 | $247,138 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,801 | 4,314 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||