Position in UBS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$842,817
+$179,292 QoQ
Shares Held
17,006
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#341
of 758 holders
Holding Since
Dec 2024
7 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, 2026Impact Capital Partners LLC holds $8,962,234 across 6 Banks - Diversified names. UBS ranks #2 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
20,144 | $6,593,735 | |
| 2 | UBS |
UBS Group AG
This page
|
17,006 | $842,817 | |
| 3 | BAC |
Bank Of America Corp /De/
|
10,274 | $585,412 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
4,343 | $358,905 | |
| 5 | C |
Citigroup Inc
|
2,091 | $292,656 | |
| 6 | SAN |
Banco Santander, S.A.
|
20,921 | $288,709 |
All Filings in UBS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $842,817 | 17,006 | Shares | Defined | 2026-07-14 | |
| 2026-03-31 | $663,525 | 16,983 | Shares | Defined | 2026-04-10 | |
| 2025-12-31 | $775,831 | 16,753 | Shares | Defined | 2026-01-07 | |
| 2025-09-30 | $417,462 | 10,182 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $337,997 | 9,994 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $294,048 | 9,600 | Shares | Defined | 2025-04-11 | |
| 2024-12-31 | $289,192 | 9,538 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||