Position in UBS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$7,235
+$1,531 QoQ
Shares Held
146
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#684
of 758 holders
Holding Since
Mar 2024
4 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $29,264,631 across 8 Banks - Diversified names. UBS ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
57,733 | $18,897,742 | |
| 2 | BAC |
Bank Of America Corp /De/
|
121,497 | $6,922,899 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
8,356 | $1,208,361 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
13,037 | $1,077,377 | |
| 5 | C |
Citigroup Inc
|
6,401 | $895,883 | |
| 6 | RY |
Royal Bank Of Canada
|
1,079 | $223,320 | |
| 7 | TD |
Toronto Dominion Bank
|
262 | $31,814 | |
| 8 | UBS |
UBS Group AG
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|
146 | $7,235 |
All Filings in UBS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,235 | 146 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $5,704 | 146 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $6,761 | 146 | Shares | Sole | 2026-01-07 | |
| 2024-03-31 | $645 | 21 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||