Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$403,417
+$7,795 QoQ
Shares Held
8,140
-19.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#440
of 758 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 56%
Shared 42%
None 2%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Pinnacle Financial Partners, Inc. holds $338,647,732 across 13 Banks - Diversified names. UBS ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
610,353 | $199,786,846 | |
| 2 | BAC |
Bank Of America Corp /De/
|
601,074 | $34,249,194 | |
| 3 | C |
Citigroup Inc
|
197,631 | $27,660,433 | |
| 4 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
165,374 | $19,018,010 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
106,906 | $18,890,290 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
115,379 | $16,684,955 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
103,134 | $8,522,991 | |
| 8 | ING |
Ing Groep NV
|
158,622 | $4,977,558 |
All Filings in UBS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,417 | 8,140 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $395,622 | 10,126 | Shares | Defined | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||