Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$847,129
+$210,679 QoQ
Shares Held
17,093
+4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#340
of 758 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Waverly Advisors, LLC holds $233,469,847 across 16 Banks - Diversified names. UBS ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
462,140 | $151,272,286 | |
| 2 | BAC |
Bank Of America Corp /De/
|
602,391 | $34,324,239 | |
| 3 | C |
Citigroup Inc
|
150,991 | $21,132,700 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
168,266 | $13,905,502 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
26,696 | $3,860,508 | |
| 6 | RY |
Royal Bank Of Canada
|
12,946 | $2,679,433 | |
| 7 | ING |
Ing Groep NV
|
49,158 | $1,542,578 | |
| 8 | UBS |
UBS Group AG
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|
17,093 | $847,129 |
All Filings in UBS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $847,129 | 17,093 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $636,450 | 16,290 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $757,075 | 16,348 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $642,757 | 15,677 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $526,374 | 15,564 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $516,728 | 16,870 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $534,238 | 17,620 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||