Position in UBS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,298,437
+$1,176,940 QoQ
Shares Held
86,732
+8.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#203
of 758 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $106,201,202 across 19 Banks - Diversified names. UBS ranks #10 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
85,250 | $27,904,882 | |
| 2 | BAC |
Bank Of America Corp /De/
|
199,983 | $11,395,031 | |
| 3 | RY |
Royal Bank Of Canada
|
33,428 | $6,918,593 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
307,497 | $6,116,115 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
73,570 | $6,079,824 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
235,552 | $5,554,316 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
57,080 | $5,427,737 | |
| 8 | SAN |
Banco Santander, S.A.
|
388,883 | $5,366,585 |
All Filings in UBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,298,437 | 86,732 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,121,497 | 79,895 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $3,696,140 | 79,813 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,210,874 | 78,314 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,467,710 | 72,966 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,382,707 | 77,790 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,386,942 | 78,725 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,304,247 | 74,547 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,145,667 | 72,636 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,130,585 | 69,355 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,074,935 | 67,150 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,593,203 | 64,633 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,149,917 | 56,730 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,192,841 | 55,897 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $973,640 | 52,150 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $743,361 | 51,231 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $728,083 | 44,888 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $719,736 | 36,834 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $626,665 | 35,068 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $467,392 | 29,322 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $359,523 | 23,437 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $338,818 | 21,817 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $294,553 | 20,846 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $224,159 | 20,104 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $231,007 | 20,018 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $196,941 | 21,268 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||