Position in UBS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$941
+$696 QoQ
Shares Held
19
+137.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#744
of 758 holders
Holding Since
Mar 2025
2 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, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $613,270 across 13 Banks - Diversified names. UBS ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,206 | $394,759 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,097 | $176,467 | |
| 3 | SAN |
Banco Santander, S.A.
|
952 | $13,137 | |
| 4 | ING |
Ing Groep NV
|
253 | $7,939 | |
| 5 | C |
Citigroup Inc
|
53 | $7,417 | |
| 6 | BCS |
Barclays PLC
|
118 | $3,169 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
37 | $3,057 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
13 | $1,879 |
All Filings in UBS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $941 | 19 | Shares | Sole | 2026-07-21 | |
| 2025-03-31 | $245 | 8 | Shares | Sole | 2025-04-18 | |
| No filing history on record for this holder in this stock. | ||||||