Position in UBS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$361,788
+$76,577 QoQ
Shares Held
7,300
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#452
of 758 holders
Holding Since
Jun 2024
9 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, 2026Westover Capital Advisors, LLC holds $20,362,907 across 10 Banks - Diversified names. UBS ranks #10 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
40,663 | $13,310,219 | |
| 2 | RY |
Royal Bank Of Canada
|
6,184 | $1,279,902 | |
| 3 | BAC |
Bank Of America Corp /De/
|
21,259 | $1,211,337 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
9,313 | $885,573 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
10,247 | $846,812 | |
| 6 | C |
Citigroup Inc
|
5,747 | $804,350 | |
| 7 | TD |
Toronto Dominion Bank
|
5,140 | $624,150 | |
| 8 | BNS |
Bank Of Nova Scotia
|
6,400 | $555,776 |
All Filings in UBS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,788 | 7,300 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $285,211 | 7,300 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $338,063 | 7,300 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $299,300 | 7,300 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $246,886 | 7,300 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $239,924 | 7,833 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $221,336 | 7,300 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $225,643 | 7,300 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $215,642 | 7,300 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||