Position in UBS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$39,548
+$8,371 QoQ
Shares Held
798
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#619
of 758 holders
Holding Since
Mar 2025
6 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, 2026Robinswood Financial LLC holds $423,730 across 8 Banks - Diversified names. UBS ranks #5 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
379 | $124,058 | |
| 2 | C |
Citigroup Inc
|
445 | $62,282 | |
| 3 | BAC |
Bank Of America Corp /De/
|
830 | $47,293 | |
| 4 | SAN |
Banco Santander, S.A.
|
3,376 | $46,588 | |
| 5 | UBS |
UBS Group AG
This page
|
798 | $39,548 | |
| 6 | ING |
Ing Groep NV
|
1,259 | $39,507 | |
| 7 | BCS |
Barclays PLC
|
1,458 | $39,161 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
266 | $25,293 |
All Filings in UBS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,548 | 798 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $31,177 | 798 | Shares | Sole | 2026-07-13 | |
| 2025-12-31 | $36,955 | 798 | Shares | Sole | 2026-07-14 | |
| 2025-09-30 | $32,718 | 798 | Shares | Sole | 2026-07-14 | |
| 2025-06-30 | $26,988 | 798 | Shares | Sole | 2026-07-14 | |
| 2025-03-31 | $24,442 | 798 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||