Position in UBS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$16,133,762
+$4,419,131 QoQ
Shares Held
325,540
+8.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#134
of 758 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,168,563,491 across 19 Banks - Diversified names. UBS ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,252,268 | $1,719,224,884 | |
| 2 | BAC |
Bank Of America Corp /De/
|
8,977,596 | $511,543,420 | |
| 3 | C |
Citigroup Inc
|
2,322,820 | $325,101,887 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
2,839,414 | $234,649,172 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
880,250 | $127,292,952 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
370,766 | $35,256,138 | |
| 7 | RY |
Royal Bank Of Canada
|
159,886 | $33,091,605 | |
| 8 | TD |
Toronto Dominion Bank
|
225,580 | $27,392,179 |
All Filings in UBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,133,762 | 325,540 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $11,714,631 | 299,837 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $13,106,332 | 283,013 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,382,840 | 253,240 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,276,373 | 215,150 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,929,914 | 226,246 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $5,931,471 | 195,629 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,022,967 | 162,503 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,046,465 | 170,835 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,462,479 | 145,263 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,602,091 | 148,935 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,693,801 | 109,282 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,198,889 | 108,480 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,052,651 | 96,188 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,644,901 | 88,104 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,436,112 | 98,974 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,775,473 | 109,462 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,092,636 | 107,095 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,957,949 | 165,526 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,709,592 | 169,987 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,521,481 | 164,373 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,369,738 | 152,591 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,184,441 | 154,596 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,814,149 | 162,704 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,922,217 | 166,570 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,835,656 | 198,235 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||