Position in UBS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,338
+$284 QoQ
Shares Held
27
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#740
of 758 holders
Holding Since
Sep 2025
4 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, 2026Caitlin John, LLC holds $939,154 across 8 Banks - Diversified names. UBS ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,664 | $544,676 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,756 | $384,956 | |
| 3 | C |
Citigroup Inc
|
15 | $2,099 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
15 | $1,725 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
16 | $1,521 | |
| 6 | RY |
Royal Bank Of Canada
|
7 | $1,448 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
59 | $1,391 | |
| 8 | UBS |
UBS Group AG
This page
|
27 | $1,338 |
All Filings in UBS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,338 | 27 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,054 | 27 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,250 | 27 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $1,107 | 27 | Shares | Defined | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||