Position in UBS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,595,231
+$851,150 QoQ
Shares Held
72,543
+3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#219
of 758 holders
Holding Since
Mar 2025
5 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, 2026Banque Transatlantique SA holds $57,122,625 across 5 Banks - Diversified names. UBS ranks #3 (6.3% of the industry book) .
All Filings in UBS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,595,231 | 72,543 | Shares | Defined | 2026-07-30 | |
| 2026-03-31 | $2,744,081 | 70,235 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $224,464 | 4,847 | Shares | Defined | 2026-02-26 | |
| 2025-09-30 | $198,727 | 4,847 | Shares | Defined | 2025-11-13 | |
| 2025-03-31 | $148,463 | 4,847 | Shares | Defined | 2025-09-09 | |
| No filing history on record for this holder in this stock. | ||||||