Position in UBS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,541
+$568 QoQ
Shares Held
132
-33.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#690
of 758 holders
Holding Since
Dec 2020
9 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, 2026Plante Moran Financial Advisors, LLC holds $2,836,864 across 14 Banks - Diversified names. UBS ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,276 | $2,381,653 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
2,046 | $169,081 | |
| 3 | BAC |
Bank Of America Corp /De/
|
2,769 | $157,777 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
354 | $33,661 | |
| 5 | C |
Citigroup Inc
|
154 | $21,553 | |
| 6 | RY |
Royal Bank Of Canada
|
98 | $20,283 | |
| 7 | SAN |
Banco Santander, S.A.
|
1,091 | $15,055 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
479 | $9,527 |
All Filings in UBS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,541 | 132 | Shares | Sole | 2026-08-06 | |
| 2024-12-31 | $5,973 | 197 | Shares | Sole | 2025-02-05 | |
| 2024-03-31 | $3,133 | 102 | Shares | Sole | 2024-05-09 | |
| 2022-06-30 | $1,411 | 87 | Shares | Sole | 2022-08-02 | |
| 2021-12-31 | $1,518 | 85 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,354 | 85 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,303 | 85 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,320 | 85 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,201 | 85 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||