Position in UBS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,320
+$703 QoQ
Shares Held
67
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#713
of 758 holders
Holding Since
Jun 2023
7 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, 2026GHP Investment Advisors, Inc. holds $42,186,747 across 15 Banks - Diversified names. UBS ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
91,710 | $30,019,434 | |
| 2 | BAC |
Bank Of America Corp /De/
|
144,706 | $8,245,347 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
35,151 | $2,904,878 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
5,051 | $730,425 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
6,424 | $160,985 | |
| 6 | C |
Citigroup Inc
|
549 | $76,838 | |
| 7 | SAN |
Banco Santander, S.A.
|
1,195 | $16,491 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
79 | $13,959 |
All Filings in UBS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,320 | 67 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,617 | 67 | Shares | Sole | 2026-04-21 | |
| 2024-06-30 | $1,979 | 67 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $30 | 1 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $30 | 1 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,059 | 43 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $871 | 43 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||