Position in UBS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$10,592,409
+$2,405,369 QoQ
Shares Held
213,729
+2.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
2.90%
of 13F equity value
Holder Rank
#147
of 758 holders
Holding Since
Dec 2023
11 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, 2026RPg Family Wealth Advisory, LLC holds $32,446,372 across 3 Banks - Diversified names. UBS ranks #2 (32.6% of the industry book) .
All Filings in UBS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,592,409 | 213,729 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $8,187,040 | 209,548 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,822,814 | 212,110 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,351,679 | 154,919 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,253,869 | 155,348 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,638,578 | 282,030 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $8,391,636 | 276,769 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,220,514 | 265,950 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,801,041 | 264,084 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,118,251 | 264,266 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,092,025 | 132,428 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||