Position in UBS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$230,503
New position
Shares Held
4,651
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#545
of 758 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $149,063,413 across 13 Banks - Diversified names. UBS ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
274,922 | $89,990,217 | |
| 2 | BAC |
Bank Of America Corp /De/
|
817,324 | $46,571,121 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
55,249 | $4,565,777 | |
| 4 | C |
Citigroup Inc
|
19,999 | $2,799,060 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
7,119 | $1,029,478 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
8,285 | $952,775 | |
| 7 | TD |
Toronto Dominion Bank
|
7,624 | $925,782 | |
| 8 | RY |
Royal Bank Of Canada
|
2,529 | $523,427 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,503 | 4,651 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||