Position in UBS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$39,598
-$58,194 QoQ
Shares Held
799
-68.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#617
of 757 holders
Holding Since
Dec 2024
5 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, 2026Bayforest Capital Ltd holds $523,267 across 12 Banks - Diversified names. UBS ranks #7 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
1,106 | $91,399 | |
| 2 | BMO |
Bank Of Montreal /Can/
|
490 | $86,583 | |
| 3 | RY |
Royal Bank Of Canada
|
331 | $68,507 | |
| 4 | BCS |
Barclays PLC
|
2,446 | $65,699 | |
| 5 | BAC |
Bank Of America Corp /De/
|
1,121 | $63,874 | |
| 6 | TD |
Toronto Dominion Bank
|
469 | $56,950 | |
| 7 | UBS |
UBS Group AG
This page
|
799 | $39,598 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
226 | $25,990 |
All Filings in UBS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,598 | 799 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $97,792 | 2,503 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $162,455 | 3,508 | Shares | Sole | 2026-01-27 | |
| 2025-06-30 | $765,076 | 22,622 | Shares | Sole | 2025-07-28 | |
| 2024-12-31 | $76,861 | 2,535 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||