Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,473,321
+$1,986,022 QoQ
Shares Held
170,971
+3.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#159
of 762 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Laird Norton Wetherby Trust Company, LLC holds $163,923,428 across 18 Banks - Diversified names. UBS ranks #4 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
167,828 | $54,935,138 | |
| 2 | BAC |
Bank Of America Corp /De/
|
305,799 | $17,424,426 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
98,141 | $9,332,226 | |
| 4 | UBS |
UBS Group AG
This page
|
170,971 | $8,473,321 | |
| 5 | RY |
Royal Bank Of Canada
|
40,824 | $8,449,342 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
57,725 | $8,347,612 | |
| 7 | SAN |
Banco Santander, S.A.
|
531,769 | $7,338,411 | |
| 8 | C |
Citigroup Inc
|
48,472 | $6,784,140 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,473,321 | 170,971 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||