Position in UBS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$201,808
-$181,237 QoQ
Shares Held
4,072
-68.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#565
of 758 holders
Holding Since
Dec 2023
4 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, 2026WEDBUSH SECURITIES INC holds $70,131,364 across 16 Banks - Diversified names. UBS ranks #16 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
89,166 | $29,186,706 | |
| 2 | BAC |
Bank Of America Corp /De/
|
243,184 | $13,856,624 | |
| 3 | C |
Citigroup Inc
|
98,948 | $13,848,762 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
51,280 | $4,237,779 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
26,774 | $2,545,939 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
15,075 | $2,179,995 | |
| 7 | RY |
Royal Bank Of Canada
|
7,610 | $1,575,041 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
3,033 | $535,931 |
All Filings in UBS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,808 | 4,072 | Shares | Sole | 2026-07-28 | |
| 2024-06-30 | $383,045 | 12,967 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $534,005 | 17,383 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $208,667 | 6,753 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||