Position in UBS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$206,120
-$30,199 QoQ
Shares Held
4,159
-18.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#564
of 758 holders
Holding Since
Sep 2025
3 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, 2026Pure Financial Advisors, LLC holds $29,047,469 across 18 Banks - Diversified names. UBS ranks #18 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
48,966 | $16,028,040 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
32,109 | $2,653,487 | |
| 3 | BAC |
Bank Of America Corp /De/
|
40,195 | $2,290,311 | |
| 4 | C |
Citigroup Inc
|
10,242 | $1,433,470 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
33,960 | $851,037 | |
| 6 | TD |
Toronto Dominion Bank
|
5,962 | $723,965 | |
| 7 | BCS |
Barclays PLC
|
24,663 | $662,448 | |
| 8 | RY |
Royal Bank Of Canada
|
2,952 | $610,975 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,120 | 4,159 | Shares | Sole | 2026-08-17 | |
| 2025-12-31 | $236,319 | 5,103 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $302,990 | 7,390 | Shares | Sole | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||