OPAL CAPITAL LLC

Position in UBS — UBS Group AG

CIK 2100122 BOCA RATON, FL

Position in UBS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,339,055

+$1,041,974 QoQ

Shares Held

67,374

+14.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#224

of 758 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

OPAL CAPITAL LLC holds $15,061,940 across 5 Banks - Diversified names. UBS ranks #3 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HSBC	Hsbc Holdings PLC	48,065	$4,570,500
2	C	Citigroup Inc	25,811	$3,612,507
3	UBS	UBS Group AG This page	67,374	$3,339,055
4	BAC	Bank Of America Corp /De/	41,134	$2,343,815
5	JPM	Jpmorgan Chase & Co	3,654	$1,196,063

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,339,055	67,374	+14.6%	Shares	Sole	2026-08-05
2026-03-31	$2,297,081	58,794	-28.5%	Shares	Sole	2026-05-18
2025-12-31	$3,810,201	82,276	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.