Position in UBS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$272,728
+$54,835 QoQ
Shares Held
5,503
-1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#510
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, 2026Brucke Financial, Inc. holds $7,325,292 across 12 Banks - Diversified names. UBS ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,357 | $1,753,506 | |
| 2 | BAC |
Bank Of America Corp /De/
|
21,131 | $1,204,044 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
14,029 | $1,159,356 | |
| 4 | C |
Citigroup Inc
|
6,490 | $908,340 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
4,778 | $454,340 | |
| 6 | TD |
Toronto Dominion Bank
|
3,555 | $431,683 | |
| 7 | UBS |
UBS Group AG
This page
|
5,503 | $272,728 | |
| 8 | RY |
Royal Bank Of Canada
|
1,298 | $268,647 |
All Filings in UBS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,728 | 5,503 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $217,893 | 5,577 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $484,958 | 10,472 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $486,957 | 11,877 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $638,048 | 18,866 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $602,737 | 19,678 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $617,193 | 20,356 | Shares | Sole | 2025-02-27 | |
| No filing history on record for this holder in this stock. | ||||||