Position in UBS
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$219,848
+$30,398 QoQ
Shares Held
4,436
-8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#554
of 758 holders
Holding Since
Jun 2024
8 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, 2026Hilltop National Bank holds $9,167,155 across 11 Banks - Diversified names. UBS ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,391 | $3,728,615 | |
| 2 | BAC |
Bank Of America Corp /De/
|
26,916 | $1,533,673 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
16,874 | $1,394,466 | |
| 4 | RY |
Royal Bank Of Canada
|
6,196 | $1,282,385 | |
| 5 | TD |
Toronto Dominion Bank
|
2,027 | $246,137 | |
| 6 | C |
Citigroup Inc
|
1,729 | $241,990 | |
| 7 | UBS |
UBS Group AG
This page
|
4,436 | $219,848 | |
| 8 | BCS |
Barclays PLC
|
7,594 | $203,974 |
All Filings in UBS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,848 | 4,436 | Shares | Defined | 2026-07-02 | |
| 2026-03-31 | $189,450 | 4,849 | Shares | Defined | 2026-04-02 | |
| 2025-12-31 | $207,005 | 4,470 | Shares | Defined | 2026-01-07 | |
| 2025-09-30 | $175,275 | 4,275 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $119,384 | 3,530 | Shares | Defined | 2025-07-21 | |
| 2024-12-31 | $76,072 | 2,509 | Shares | Defined | 2025-01-10 | |
| 2024-09-30 | $79,531 | 2,573 | Shares | Defined | 2024-10-15 | |
| 2024-06-30 | $76,006 | 2,573 | Shares | Defined | 2024-07-10 | |
| No filing history on record for this holder in this stock. | ||||||