Position in UBS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$523,155
+$101,473 QoQ
Shares Held
10,556
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#400
of 758 holders
Holding Since
Mar 2020
23 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, 2026B. Riley Wealth Advisors, Inc. holds $29,623,481 across 7 Banks - Diversified names. UBS ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,890 | $16,330,493 | |
| 2 | BAC |
Bank Of America Corp /De/
|
89,919 | $5,123,584 | |
| 3 | C |
Citigroup Inc
|
31,436 | $4,399,782 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
29,524 | $2,439,863 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,373 | $632,379 | |
| 6 | UBS |
UBS Group AG
This page
|
10,556 | $523,155 | |
| 7 | SAN |
Banco Santander, S.A.
|
12,625 | $174,225 |
All Filings in UBS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,155 | 10,556 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $421,682 | 10,793 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $632,779 | 13,664 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $603,684 | 14,724 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $898,259 | 26,560 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $430,968 | 14,214 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $475,117 | 15,371 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $468,711 | 15,867 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $919,019 | 29,916 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $692,407 | 22,408 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $737,429 | 29,916 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $508,310 | 25,077 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $526,244 | 24,660 | Shares | Sole | 2023-05-17 | |
| 2022-06-30 | $405,449 | 24,997 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $499,108 | 25,543 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $301,180 | 16,854 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $293,438 | 18,409 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $257,282 | 16,772 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $294,774 | 18,981 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $366,715 | 25,953 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $522,767 | 46,885 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $306,628 | 26,571 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $278,919 | 30,121 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||