Position in UBS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$13,827
+$2,927 QoQ
Shares Held
279
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#657
of 758 holders
Holding Since
Mar 2020
24 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, 2026AdvisorNet Financial, Inc holds $19,864,948 across 15 Banks - Diversified names. UBS ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,260 | $9,577,675 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
37,431 | $5,412,896 | |
| 3 | C |
Citigroup Inc
|
9,561 | $1,338,157 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
16,065 | $1,327,611 | |
| 5 | BAC |
Bank Of America Corp /De/
|
19,321 | $1,100,910 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
21,188 | $530,971 | |
| 7 | RY |
Royal Bank Of Canada
|
703 | $145,499 | |
| 8 | SAN |
Banco Santander, S.A.
|
9,259 | $127,774 |
All Filings in UBS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,827 | 279 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $10,900 | 279 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $12,920 | 279 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,927 | 47 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $6,121 | 181 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,439 | 47 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $4,457 | 147 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,452 | 47 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,388 | 47 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,443 | 47 | Shares | Sole | 2024-04-12 | |
| 2023-06-30 | $20,148 | 994 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $21,211 | 994 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $23,636 | 1,266 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $18,369 | 1,266 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $28,157 | 1,736 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $67,139 | 3,436 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $61,401 | 3,436 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $60,332 | 3,785 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $58,061 | 3,785 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $58,781 | 3,785 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $53,482 | 3,785 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $84,461 | 7,575 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $90,185 | 7,815 | Shares | Sole | 2020-08-26 | |
| 2020-03-31 | $68,181 | 7,363 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||