Position in UBS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$60,810
+$38,970 QoQ
Shares Held
1,227
+119.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#601
of 758 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $46,482,603 across 18 Banks - Diversified names. UBS ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
70,249 | $22,994,605 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
105,248 | $8,697,694 | |
| 3 | C |
Citigroup Inc
|
38,884 | $5,442,204 | |
| 4 | BAC |
Bank Of America Corp /De/
|
82,250 | $4,686,605 | |
| 5 | TD |
Toronto Dominion Bank
|
14,710 | $1,786,235 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
6,305 | $911,766 | |
| 7 | ING |
Ing Groep NV
|
13,080 | $410,450 | |
| 8 | BCS |
Barclays PLC
|
11,624 | $312,220 |
All Filings in UBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,810 | 1,227 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $21,840 | 559 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $57,609 | 1,244 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $38,909 | 949 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $33,075 | 978 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $58,227 | 1,901 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $387,125 | 12,768 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $396,049 | 12,813 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $366,857 | 12,419 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $52,531 | 1,710 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $63,963 | 2,070 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $52,258 | 2,120 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $40,175 | 1,982 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $43,939 | 2,059 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $118,610 | 6,353 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $87,263 | 6,014 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $105,786 | 6,522 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $126,033 | 6,450 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $112,652 | 6,304 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $99,114 | 6,218 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $95,598 | 6,232 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $93,863 | 6,044 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $88,340 | 6,252 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $71,460 | 6,409 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $73,959 | 6,409 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $60,273 | 6,509 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||