Position in UBS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$79,494
+$26,594 QoQ
Shares Held
1,604
+18.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#596
of 758 holders
Holding Since
Jun 2024
9 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, 2026NISA INVESTMENT ADVISORS, LLC holds $525,355,297 across 19 Banks - Diversified names. UBS ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
869,016 | $284,455,006 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,019,884 | $115,092,990 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
723,832 | $59,817,475 | |
| 4 | C |
Citigroup Inc
|
419,634 | $58,731,974 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
43,749 | $6,326,542 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,491 | $236,868 | |
| 7 | RY |
Royal Bank Of Canada
|
765 | $158,331 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
7,325 | $145,694 |
All Filings in UBS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,494 | 1,604 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $52,900 | 1,354 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $46,310 | 1,000 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $41,000 | 1,000 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $33,820 | 1,000 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $30,630 | 1,000 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $30,320 | 1,000 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $30,910 | 1,000 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $41,356 | 1,400 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||