Position in UBS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$227,728
+$21,517 QoQ
Shares Held
4,595
-12.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#548
of 758 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PARK NATIONAL CORP /OH/ holds $105,369,050 across 7 Banks - Diversified names. UBS ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
299,326 | $97,978,378 | |
| 2 | BAC |
Bank Of America Corp /De/
|
65,576 | $3,736,519 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
12,058 | $1,743,707 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
12,930 | $1,068,534 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
2,325 | $410,827 | |
| 6 | UBS |
UBS Group AG
This page
|
4,595 | $227,728 | |
| 7 | BCS |
Barclays PLC
|
7,571 | $203,357 |
All Filings in UBS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,728 | 4,595 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $206,211 | 5,278 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $420,633 | 9,083 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $376,298 | 9,178 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $263,423 | 7,789 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $221,914 | 7,245 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $232,857 | 7,680 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $237,388 | 7,680 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $233,572 | 7,907 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $234,854 | 7,645 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $202,549 | 6,555 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||