Position in UBS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$34,543
+$18,486 QoQ
Shares Held
697
+69.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#625
of 758 holders
Holding Since
Dec 2025
3 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, 2026Transamerica Financial Advisors, LLC holds $8,270,134 across 18 Banks - Diversified names. UBS ranks #13 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,488 | $2,778,377 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
15,105 | $1,248,277 | |
| 3 | C |
Citigroup Inc
|
8,738 | $1,222,970 | |
| 4 | BAC |
Bank Of America Corp /De/
|
9,513 | $542,050 | |
| 5 | TD |
Toronto Dominion Bank
|
3,370 | $409,219 | |
| 6 | SAN |
Banco Santander, S.A.
|
26,327 | $363,312 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
15,076 | $355,492 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
17,593 | $349,924 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,543 | 697 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $16,057 | 411 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $20,700 | 447 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||