Position in UBS
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$216,643
-$628,329 QoQ
Shares Held
5,545
-69.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
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, 2026Prospera Financial Services Inc holds $134,505,915 across 15 Banks - Diversified names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
229,858 | $75,239,419 | |
| 2 | BAC |
Bank Of America Corp /De/
|
373,611 | $21,288,354 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
164,152 | $13,565,521 | |
| 4 | C |
Citigroup Inc
|
77,583 | $10,858,516 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
29,125 | $2,769,496 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
15,528 | $2,245,504 | |
| 7 | RY |
Royal Bank Of Canada
|
8,087 | $1,673,766 | |
| 8 | ING |
Ing Groep NV
|
47,124 | $1,478,751 |
All Filings in UBS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $216,643 | 5,545 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $844,972 | 18,246 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $752,842 | 18,362 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $623,437 | 18,434 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $555,138 | 18,124 | Shares | Sole | 2025-05-15 | |
| 2023-03-31 | $699,290 | 32,769 | Shares | Sole | 2023-05-12 | |
| 2022-06-30 | $28,482 | 1,756 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $64,482 | 3,300 | Shares | Sole | 2022-05-04 | |
| 2020-09-30 | $15,721 | 1,410 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||