Position in UBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,407,377
+$414,495 QoQ
Shares Held
48,575
-4.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#252
of 758 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026HANTZ FINANCIAL SERVICES, INC. holds $55,549,568 across 16 Banks - Diversified names. UBS ranks #10 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
58,604 | $8,474,724 | |
| 2 | BAC |
Bank Of America Corp /De/
|
126,675 | $7,217,941 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
68,594 | $6,522,603 | |
| 4 | ING |
Ing Groep NV
|
204,429 | $6,414,982 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
69,255 | $5,723,233 | |
| 6 | C |
Citigroup Inc
|
38,911 | $5,445,983 | |
| 7 | SAN |
Banco Santander, S.A.
|
277,769 | $3,833,212 | |
| 8 | BCS |
Barclays PLC
|
125,997 | $3,384,279 |
All Filings in UBS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,407,377 | 48,575 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,992,882 | 51,008 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,016,679 | 65,141 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,819,324 | 68,764 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,544,346 | 75,232 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,324,204 | 75,880 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,389,519 | 78,810 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,513,261 | 81,309 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,437,522 | 82,516 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,667,601 | 86,836 | Shares | Sole | 2024-08-06 | |
| 2023-12-31 | $2,782,112 | 90,036 | Shares | Sole | 2024-08-06 | |
| 2023-09-30 | $2,408,354 | 97,702 | Shares | Sole | 2024-08-06 | |
| 2023-06-30 | $2,046,844 | 100,979 | Shares | Sole | 2024-08-06 | |
| 2023-03-31 | $2,181,993 | 102,249 | Shares | Sole | 2024-08-06 | |
| 2022-12-31 | $2,120,706 | 113,589 | Shares | Sole | 2024-08-06 | |
| 2022-09-30 | $1,644,824 | 113,358 | Shares | Sole | 2024-08-06 | |
| 2022-06-30 | $1,817,921 | 112,079 | Shares | Sole | 2024-08-06 | |
| 2022-03-31 | $2,112,332 | 108,103 | Shares | Sole | 2024-08-06 | |
| 2021-12-31 | $1,984,785 | 111,068 | Shares | Sole | 2024-08-06 | |
| 2021-09-30 | $1,685,336 | 105,730 | Shares | Sole | 2024-08-06 | |
| 2021-06-30 | $1,396,599 | 91,043 | Shares | Sole | 2024-08-06 | |
| 2021-03-31 | $1,295,046 | 83,390 | Shares | Sole | 2024-08-06 | |
| 2020-12-31 | $7,898 | 559 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||