Position in UBS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$361,688
+$72,414 QoQ
Shares Held
7,298
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#453
of 758 holders
Holding Since
Mar 2025
3 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, 2026Mattson Financial Services, LLC holds $14,352,549 across 12 Banks - Diversified names. UBS ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,658 | $5,779,993 | |
| 2 | BAC |
Bank Of America Corp /De/
|
57,910 | $3,299,711 | |
| 3 | C |
Citigroup Inc
|
11,063 | $1,548,377 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
12,242 | $1,011,678 | |
| 5 | UBS |
UBS Group AG
This page
|
7,298 | $361,688 | |
| 6 | RY |
Royal Bank Of Canada
|
1,718 | $355,574 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
3,083 | $354,545 | |
| 8 | ING |
Ing Groep NV
|
10,553 | $331,153 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,688 | 7,298 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $289,274 | 7,404 | Shares | Sole | 2026-05-11 | |
| 2025-03-31 | $1,225 | 40 | Shares | Sole | 2025-05-22 | |
| No filing history on record for this holder in this stock. | ||||||