Position in UBS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$404,260
+$49,310 QoQ
Shares Held
8,157
-10.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#439
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, 2026Allworth Financial LP holds $186,890,057 across 18 Banks - Diversified names. UBS ranks #11 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
369,423 | $120,923,230 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
299,817 | $24,776,876 | |
| 3 | BAC |
Bank Of America Corp /De/
|
400,102 | $22,797,811 | |
| 4 | C |
Citigroup Inc
|
62,605 | $8,762,195 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
32,561 | $4,708,646 | |
| 6 | TD |
Toronto Dominion Bank
|
6,668 | $809,695 | |
| 7 | SAN |
Banco Santander, S.A.
|
48,563 | $670,169 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
6,978 | $663,538 |
All Filings in UBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404,260 | 8,157 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $354,950 | 9,085 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $376,592 | 8,132 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $291,715 | 7,115 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $230,889 | 6,827 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $249,144 | 8,134 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $167,608 | 5,528 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $160,546 | 5,194 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $145,366 | 4,921 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $138,117 | 4,496 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $139,482 | 4,514 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $102,371 | 4,153 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $27,709 | 1,367 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $38,710 | 1,814 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $11,575 | 620 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $12,464 | 859 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,047 | 1,051 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $8,011 | 410 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $7,326 | 410 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $6,535 | 410 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $6,289 | 410 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $6,367 | 410 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $5,793 | 410 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $4,571 | 410 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $4,731 | 410 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $3,796 | 410 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||