Position in UBS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$103,828
+$21,977 QoQ
Shares Held
2,095
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#589
of 761 holders
Holding Since
Jun 2024
9 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, 2026Westside Investment Management, Inc. holds $6,958,413 across 13 Banks - Diversified names. UBS ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
41,432 | $2,360,794 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
7,028 | $2,300,474 | |
| 3 | C |
Citigroup Inc
|
9,824 | $1,374,966 | |
| 4 | RY |
Royal Bank Of Canada
|
1,438 | $297,622 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,793 | $148,173 | |
| 6 | UBS |
UBS Group AG
This page
|
2,095 | $103,828 | |
| 7 | SAN |
Banco Santander, S.A.
|
7,288 | $100,574 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
1,020 | $96,991 |
All Filings in UBS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,828 | 2,095 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $81,851 | 2,095 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $97,019 | 2,095 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $85,895 | 2,095 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $38,453 | 1,137 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $5,482 | 179 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $5,427 | 179 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $5,532 | 179 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $5,287 | 179 | Shares | Sole | 2024-07-17 | |
| No filing history on record for this holder in this stock. | ||||||