Position in UBS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$16,949
-$10,984 QoQ
Shares Held
342
-62.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#650
of 758 holders
Holding Since
Jun 2022
8 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, 2026BOK Financial Private Wealth, Inc. holds $5,641,218 across 18 Banks - Diversified names. UBS ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
14,993 | $4,907,658 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,753 | $384,785 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
347 | $50,179 | |
| 4 | C |
Citigroup Inc
|
334 | $46,746 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
412 | $34,047 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
324 | $30,809 | |
| 7 | RY |
Royal Bank Of Canada
|
137 | $28,354 | |
| 8 | TD |
Toronto Dominion Bank
|
185 | $22,464 |
All Filings in UBS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,949 | 342 | Shares | Sole | 2026-08-10 | |
| 2023-12-31 | $27,933 | 904 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $22,283 | 904 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $18,324 | 904 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $23,858 | 1,118 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $16,877 | 904 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $13,117 | 904 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $14,662 | 904 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||