Position in UBS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,487,299
-$1,537,482 QoQ
Shares Held
166,043
-4.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.19452792348969844.ToString("F0")%
Shared 0.ToString("F0")%
None 99.8054720765103.ToString("F0")%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Laird Norton Wetherby Trust Company, LLC holds $141,293,669 across 18 Banks - Diversified names. UBS ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
169,233 | $49,781,579 | |
| 2 | BAC |
Bank Of America Corp /De/
|
310,683 | $15,145,796 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
99,451 | $8,203,712 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
60,677 | $7,198,111 | |
| 5 | RY |
Royal Bank Of Canada
|
41,509 | $6,715,325 | |
| 6 | UBS |
UBS Group AG
This page
|
166,043 | $6,487,299 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
77,846 | $6,197,319 | |
| 8 | C |
Citigroup Inc
|
50,679 | $5,747,504 |
All Filings in UBS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,487,299 | 166,043 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,024,781 | 173,284 | Shares | Other | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||