UBS Bank USA (ubs 4.65 07/17/26)

13F holders, Q3 2025 (September 30)
1holders
1new positions
0sold out
$1.01avg. 13F price*

At the end of Q3 2025, 1 institutions reported holding UBS Bank USA (ubs 4.65 07/17/26) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 0 sold out. The largest holder was Vermillion Wealth Management, Inc. ($66K).

Company
UBS Bank USA (ubs 4.65 07/17/26)
CUSIP
90355GPM2
Latest filing quarter
Q2 2026

History

Number of 13F holders

01 Q1 2025: 1Q1 2025Q3 2025: 1Q3 2025Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2025 → Q3 2025

InstitutionsTotal Value
New Positions1$66K
Exits0$0

All 13F filers, Q1 2025 → Q3 2025: 66,000 shares bought, net +66,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Vermillion Wealth Management, Inc. 0.02% New 66,000 $66K

"% of holder's portfolio" is UBS BANK USA (UBS 4.65 07/17/26)'s weight in each manager's 13F, not the share of UBS Bank USA (ubs 4.65 07/17/26) the manager owns.