Position in UBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$474,685
+$220,652 QoQ
Shares Held
9,578
+47.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#410
of 758 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $305,976,212 across 18 Banks - Diversified names. UBS ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
724,174 | $237,043,875 | |
| 2 | BAC |
Bank Of America Corp /De/
|
497,155 | $28,327,891 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
245,564 | $20,293,408 | |
| 4 | C |
Citigroup Inc
|
67,481 | $9,444,640 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
13,650 | $1,973,926 | |
| 6 | TD |
Toronto Dominion Bank
|
13,524 | $1,642,219 | |
| 7 | BNS |
Bank Of Nova Scotia
|
13,197 | $1,146,027 | |
| 8 | SAN |
Banco Santander, S.A.
|
62,986 | $869,206 |
All Filings in UBS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $474,685 | 9,578 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $254,033 | 6,502 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $578,597 | 12,494 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $258,317 | 7,638 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||