Position in UBS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$10,605
-$2,209 QoQ
Shares Held
214
-34.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#670
of 761 holders
Holding Since
Jun 2021
21 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, 2026Financial Management Professionals, Inc. holds $5,265,626 across 17 Banks - Diversified names. UBS ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,693 | $3,827,469 | |
| 2 | BAC |
Bank Of America Corp /De/
|
12,767 | $727,463 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,119 | $175,114 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
1,058 | $100,605 | |
| 5 | C |
Citigroup Inc
|
662 | $92,653 | |
| 6 | RY |
Royal Bank Of Canada
|
424 | $87,755 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
260 | $45,942 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
2,018 | $40,138 |
All Filings in UBS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,605 | 214 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $12,814 | 328 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $17,319 | 374 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $15,334 | 374 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $12,344 | 365 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $18,959 | 619 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $18,768 | 619 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $14,867 | 481 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $14,445 | 489 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $16,097 | 524 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $16,006 | 518 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $12,768 | 518 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $10,499 | 518 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $11,054 | 518 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2 | 133 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $2,089 | 144 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,335 | 144 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $16,159 | 827 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,662 | 149 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $8,065 | 506 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,285 | 149 | Shares | Sole | 2021-08-05 | |
| No filing history on record for this holder in this stock. | ||||||