Position in UBS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$16,850
New position
Shares Held
340
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#651
of 758 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Financial Gravity Companies, Inc. holds $275,156 across 7 Banks - Diversified names. UBS ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
433 | $141,733 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
928 | $76,689 | |
| 3 | BAC |
Bank Of America Corp /De/
|
698 | $39,772 | |
| 4 | UBS |
UBS Group AG
This page
|
340 | $16,850 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
2 | $47 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
2 | $39 | |
| 7 | BCS |
Barclays PLC
|
1 | $26 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,850 | 340 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||