Position in UBS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$637,589
+$49,352 QoQ
Shares Held
12,865
-14.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#367
of 758 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Janney Montgomery Scott LLC holds $903,140,538 across 17 Banks - Diversified names. UBS ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,785,762 | $584,533,475 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,948,232 | $111,010,259 | |
| 3 | C |
Citigroup Inc
|
676,796 | $94,724,368 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
291,651 | $24,102,038 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
240,037 | $22,825,118 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
148,584 | $21,486,732 | |
| 7 | RY |
Royal Bank Of Canada
|
75,613 | $15,649,622 | |
| 8 | BCS |
Barclays PLC
|
274,427 | $7,371,109 |
All Filings in UBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $637,589 | 12,865 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $588,237 | 15,056 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $453,791 | 9,799 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $264,286 | 6,446 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $520,895 | 15,402 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $537,985 | 17,564 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $704,667 | 23,241 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,007,449 | 32,593 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,025,008 | 34,699 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,012,746 | 32,967 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $757,328 | 24,509 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $570,770 | 23,155 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $554,952 | 27,378 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $963,244 | 45,138 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $403,738 | 21,625 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $291,592 | 20,096 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $548,868 | 33,839 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $640,403 | 32,774 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,204,723 | 67,416 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,075,933 | 67,499 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $932,672 | 60,800 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $876,124 | 56,415 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $747,943 | 52,933 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $419,764 | 37,647 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $407,131 | 35,280 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $604,622 | 65,294 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||