Position in UBS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$429,536
+$93,652 QoQ
Shares Held
8,667
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#431
of 758 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BLAIR WILLIAM & CO/IL holds $894,528,643 across 15 Banks - Diversified names. UBS ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,270,360 | $743,156,938 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,204,669 | $68,642,039 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
417,307 | $34,486,250 | |
| 4 | C |
Citigroup Inc
|
204,359 | $28,602,085 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
62,802 | $9,081,797 | |
| 6 | RY |
Royal Bank Of Canada
|
17,360 | $3,592,999 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
7,414 | $1,310,053 | |
| 8 | SAN |
Banco Santander, S.A.
|
92,526 | $1,276,858 |
All Filings in UBS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,536 | 8,667 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $335,884 | 8,597 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $475,325 | 10,264 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $371,706 | 9,066 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $305,969 | 9,047 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $289,177 | 9,441 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $241,832 | 7,976 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $221,099 | 7,153 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $217,503 | 7,363 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $220,784 | 7,187 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $221,800 | 7,178 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $238,661 | 9,682 | Shares | Sole | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||