Position in UBS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$9,713
+$3,384 QoQ
Shares Held
196
+21.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#674
of 758 holders
Holding Since
Dec 2025
3 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, 2026Signature Equity Partners, LLC holds $2,045,873 across 15 Banks - Diversified names. UBS ranks #15 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,072 | $1,332,887 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
1,685 | $243,667 | |
| 3 | C |
Citigroup Inc
|
637 | $89,154 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,543 | $87,920 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
793 | $65,533 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,638 | $32,579 | |
| 7 | SAN |
Banco Santander, S.A.
|
2,222 | $30,663 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
1,100 | $27,566 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,713 | 196 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $6,329 | 162 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,502 | 162 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||