Position in UBS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$230,949
New position
Shares Held
4,660
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#544
of 758 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 50%
Shared 0%
None 50%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Convergence Financial, LLC holds $8,716,464 across 6 Banks - Diversified names. UBS ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
21,503 | $7,038,576 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
6,487 | $536,085 | |
| 3 | RY |
Royal Bank Of Canada
|
1,742 | $360,541 | |
| 4 | BAC |
Bank Of America Corp /De/
|
6,042 | $344,273 | |
| 5 | UBS |
UBS Group AG
This page
|
4,660 | $230,949 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
10,359 | $206,040 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,949 | 4,660 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||