Position in UBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,890,091
+$739,327 QoQ
Shares Held
58,315
+5.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#238
of 758 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Focus Partners Wealth holds $1,422,377,196 across 18 Banks - Diversified names. UBS ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,913,920 | $953,813,433 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,345,544 | $190,629,097 | |
| 3 | C |
Citigroup Inc
|
577,512 | $80,828,579 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
833,739 | $68,900,190 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
293,710 | $42,473,403 | |
| 6 | RY |
Royal Bank Of Canada
|
184,927 | $38,274,341 | |
| 7 | BCS |
Barclays PLC
|
369,624 | $9,928,100 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
349,345 | $6,948,472 |
All Filings in UBS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,890,091 | 58,315 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,150,764 | 55,049 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,375,100 | 51,287 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $978,219 | 23,859 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $803,461 | 23,757 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $432,219 | 14,111 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $383,305 | 12,642 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $305,081 | 9,870 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $365,232 | 12,364 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $378,224 | 12,312 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $437,636 | 14,163 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||