Position in UBS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$84,252
+$17,833 QoQ
Shares Held
1,700
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#593
of 758 holders
Holding Since
Dec 2024
7 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, 2026Berbice Capital Management LLC holds $160,324 across 2 Banks - Diversified names. UBS ranks #1 (52.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBS |
UBS Group AG
This page
|
1,700 | $84,252 | |
| 2 | HSBC |
Hsbc Holdings PLC
|
800 | $76,072 |
All Filings in UBS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,252 | 1,700 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $66,419 | 1,700 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $74,096 | 1,600 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $61,500 | 1,500 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $50,730 | 1,500 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $39,819 | 1,300 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $27,288 | 900 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||