Position in UBS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$49,560
+$10,490 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#608
of 758 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BAYBAN holds $2,573,396 across 13 Banks - Diversified names. UBS ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,930 | $959,076 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
10,986 | $907,883 | |
| 3 | C |
Citigroup Inc
|
1,691 | $236,672 | |
| 4 | RY |
Royal Bank Of Canada
|
800 | $165,576 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
489 | $86,406 | |
| 6 | BAC |
Bank Of America Corp /De/
|
969 | $55,213 | |
| 7 | UBS |
UBS Group AG
This page
|
1,000 | $49,560 | |
| 8 | TD |
Toronto Dominion Bank
|
300 | $36,429 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,560 | 1,000 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $39,070 | 1,000 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $46,310 | 1,000 | Shares | Sole | 2026-03-05 | |
| No filing history on record for this holder in this stock. | ||||||