Position in UBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,156,433
+$833,950 QoQ
Shares Held
23,334
+182.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#312
of 758 holders
Holding Since
Mar 2026
2 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, 2026Storgate, LLC holds $19,071,323 across 8 Banks - Diversified names. UBS ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,433 | $5,706,343 | |
| 2 | C |
Citigroup Inc
|
25,963 | $3,633,781 | |
| 3 | BAC |
Bank Of America Corp /De/
|
58,776 | $3,349,056 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
22,412 | $1,852,127 | |
| 5 | SAN |
Banco Santander, S.A.
|
85,934 | $1,185,889 | |
| 6 | UBS |
UBS Group AG
This page
|
23,334 | $1,156,433 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
46,764 | $1,102,695 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
54,550 | $1,084,999 |
All Filings in UBS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,156,433 | 23,334 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $322,483 | 8,254 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||