Position in UBS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,244
+$3,080 QoQ
Shares Held
126
+55.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#694
of 758 holders
Holding Since
Dec 2025
3 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, 2026IMA Advisory Services, Inc. holds $15,531,561 across 13 Banks - Diversified names. UBS ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
22,933 | $7,506,658 | |
| 2 | C |
Citigroup Inc
|
41,549 | $5,815,198 | |
| 3 | BAC |
Bank Of America Corp /De/
|
34,489 | $1,965,183 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,270 | $104,952 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,651 | $32,838 | |
| 6 | SAN |
Banco Santander, S.A.
|
2,334 | $32,209 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
205 | $19,493 | |
| 8 | BCS |
Barclays PLC
|
653 | $17,539 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,244 | 126 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,164 | 81 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,167 | 90 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||