Position in UBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$79,742
New position
Shares Held
1,609
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#595
of 758 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Silver Grove Financial Group, Inc. holds $2,893,871 across 19 Banks - Diversified names. UBS ranks #9 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,014 | $1,313,902 | |
| 2 | BAC |
Bank Of America Corp /De/
|
5,450 | $310,541 | |
| 3 | C |
Citigroup Inc
|
1,796 | $251,368 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
2,472 | $204,286 | |
| 5 | TD |
Toronto Dominion Bank
|
1,230 | $149,358 | |
| 6 | RY |
Royal Bank Of Canada
|
466 | $96,448 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
872 | $82,918 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
552 | $79,824 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,742 | 1,609 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||