Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$254,341
+$46,595 QoQ
Shares Held
5,132
+14.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#520
of 758 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Financial Engines Advisors L.L.C. holds $32,842,328 across 8 Banks - Diversified names. UBS ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
128,045 | $18,516,587 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
21,685 | $7,098,151 | |
| 3 | BAC |
Bank Of America Corp /De/
|
42,606 | $2,427,689 | |
| 4 | RY |
Royal Bank Of Canada
|
10,105 | $2,091,431 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
18,030 | $1,489,999 | |
| 6 | C |
Citigroup Inc
|
4,773 | $668,029 | |
| 7 | ING |
Ing Groep NV
|
9,436 | $296,101 | |
| 8 | UBS |
UBS Group AG
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|
5,132 | $254,341 |
All Filings in UBS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,341 | 5,132 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $207,746 | 4,486 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||