Position in UBS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,169,219
+$247,480 QoQ
Shares Held
23,592
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#308
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, 2026JFS WEALTH ADVISORS, LLC holds $7,289,559 across 18 Banks - Diversified names. UBS ranks #2 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,044 | $2,305,712 | |
| 2 | UBS |
UBS Group AG
This page
|
23,592 | $1,169,219 | |
| 3 | BAC |
Bank Of America Corp /De/
|
16,962 | $966,494 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
4,719 | $682,414 | |
| 5 | C |
Citigroup Inc
|
4,496 | $629,260 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
6,059 | $500,715 | |
| 7 | TD |
Toronto Dominion Bank
|
3,417 | $414,926 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
1,423 | $135,313 |
All Filings in UBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,169,219 | 23,592 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $921,739 | 23,592 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,189,796 | 25,692 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,053,372 | 25,692 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $868,903 | 25,692 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $786,945 | 25,692 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $813,091 | 26,817 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $828,913 | 26,817 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $22,036 | 746 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $22,917 | 746 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $23,051 | 746 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $16,145 | 655 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $10,966 | 541 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $14,212 | 666 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $11,780 | 631 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $82,358 | 5,676 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $134,025 | 8,263 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $175,391 | 8,976 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $195,426 | 10,936 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $172,104 | 10,797 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $161,238 | 10,511 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $159,399 | 10,264 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $145,030 | 10,264 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $114,443 | 10,264 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $120,916 | 10,478 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $97,026 | 10,478 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||