Bank is a security (CUSIP 06541UBW5) tracked across SEC portfolio filings. 2 registered fund positions totaling $573K via N-PORT as of 2026-05-31.
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| UBS U.S. Allocation Fund | UBS INVESTMENT TRUST | $309K | 13.37% |
| VANGUARD BALANCED INDEX FUND | VANGUARD VALLEY FORGE FUNDS | $264K | 0.04% |