Position in UBS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,102,809
+$244,207 QoQ
Shares Held
22,252
+1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#320
of 758 holders
Holding Since
Dec 2023
11 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $204,806,392 across 18 Banks - Diversified names. UBS ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
373,822 | $122,363,155 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
190,870 | $15,773,496 | |
| 3 | BAC |
Bank Of America Corp /De/
|
275,832 | $15,716,907 | |
| 4 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
357,171 | $8,950,705 | |
| 5 | RY |
Royal Bank Of Canada
|
42,869 | $8,872,596 | |
| 6 | ING |
Ing Groep NV
|
218,897 | $6,868,987 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
43,924 | $6,351,849 | |
| 8 | C |
Citigroup Inc
|
45,014 | $6,300,159 |
All Filings in UBS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,102,809 | 22,252 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $858,602 | 21,976 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,037,575 | 22,405 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $821,107 | 20,027 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $638,758 | 18,887 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $657,289 | 21,459 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $633,172 | 20,883 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $731,206 | 23,656 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $710,171 | 24,041 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $720,967 | 23,469 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $805,995 | 26,084 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||