Position in UBS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,492
+$1,374 QoQ
Shares Held
131
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#692
of 758 holders
Holding Since
Sep 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, 2026Essential Partners LLC holds $1,858,693 across 17 Banks - Diversified names. UBS ranks #15 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
4,217 | $590,211 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
1,081 | $353,843 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
1,468 | $212,287 | |
| 4 | BAC |
Bank Of America Corp /De/
|
3,710 | $211,395 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
2,477 | $204,699 | |
| 6 | RY |
Royal Bank Of Canada
|
279 | $57,744 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
2,300 | $45,747 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
397 | $37,750 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,492 | 131 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,118 | 131 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $6,806 | 166 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||