Oakmont Investment Advisors, Inc.

Position in UBS — UBS Group AG

CIK 2150170 PITTSBURGH, PA

Position in UBS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$513,937

+$227,279 QoQ

Shares Held

10,370

+67.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#401

of 758 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Oakmont Investment Advisors, Inc. holds $3,607,410 across 4 Banks - Diversified names. UBS ranks #4 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	5,169	$1,691,968
2	CM	Canadian Imperial Bank Of Commerce /Can/	6,815	$783,725
3	BCS	Barclays PLC	23,000	$617,780
4	UBS	UBS Group AG This page	10,370	$513,937

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$513,937	10,370	+67.5%	Shares	Sole	2026-08-14
2025-12-31	$286,658	6,190	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.