Position in UBS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$246,907
+$34,020 QoQ
Shares Held
4,982
+8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#528
of 758 holders
Holding Since
Dec 2025
2 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, 2026SYM FINANCIAL Corp holds $9,705,148 across 13 Banks - Diversified names. UBS ranks #11 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,784 | $3,857,256 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
11,096 | $916,973 | |
| 3 | C |
Citigroup Inc
|
6,480 | $906,940 | |
| 4 | BAC |
Bank Of America Corp /De/
|
11,044 | $629,287 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
6,136 | $583,472 | |
| 6 | SAN |
Banco Santander, S.A.
|
39,750 | $548,550 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
25,296 | $503,137 | |
| 8 | BCS |
Barclays PLC
|
14,113 | $379,075 |
All Filings in UBS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,907 | 4,982 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $212,887 | 4,597 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||