Position in UBS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$619,599
+$195,768 QoQ
Shares Held
12,502
+15.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#372
of 757 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026STEPHENS INC /AR/ holds $195,701,864 across 11 Banks - Diversified names. UBS ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
438,978 | $143,690,668 | |
| 2 | BAC |
Bank Of America Corp /De/
|
479,328 | $27,312,109 | |
| 3 | C |
Citigroup Inc
|
82,265 | $11,513,809 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
81,205 | $6,710,781 | |
| 5 | RY |
Royal Bank Of Canada
|
9,539 | $1,974,286 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
15,235 | $1,752,025 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
10,888 | $1,574,513 | |
| 8 | UBS |
UBS Group AG
This page
|
12,502 | $619,599 |
All Filings in UBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $619,599 | 12,502 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $423,831 | 10,848 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $562,157 | 12,139 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $445,465 | 10,865 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $367,454 | 10,865 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $333,560 | 10,890 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $316,298 | 10,432 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $322,453 | 10,432 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $308,161 | 10,432 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $320,471 | 10,432 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $336,068 | 10,876 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $273,590 | 11,099 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $206,612 | 10,193 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $231,026 | 10,826 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $196,371 | 10,518 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $152,616 | 10,518 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $171,980 | 10,603 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $241,045 | 12,336 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $220,444 | 12,336 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $197,974 | 12,420 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $193,437 | 12,610 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $195,460 | 12,586 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $148,054 | 10,478 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $118,546 | 10,632 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $122,970 | 10,656 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $93,859 | 10,136 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||