Position in UBS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$20,815
+$20,425 QoQ
Shares Held
420
+4100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#639
of 758 holders
Holding Since
Jun 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, 2026Kilter Group LLC holds $717,401 across 18 Banks - Diversified names. UBS ranks #11 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
933 | $134,921 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
400 | $130,932 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,370 | $78,062 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
601 | $49,666 | |
| 5 | C |
Citigroup Inc
|
347 | $48,566 | |
| 6 | RY |
Royal Bank Of Canada
|
193 | $39,945 | |
| 7 | SAN |
Banco Santander, S.A.
|
2,768 | $38,198 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
310 | $29,477 |
All Filings in UBS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,815 | 420 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $390 | 10 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $648 | 14 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,132 | 52 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $777 | 23 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||