Advisory Services Network, LLC

Position in UBS — UBS Group AG

CIK 1573876 Atlanta, GA

Position in UBS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$253,792

+$44,223 QoQ

Shares Held

5,121

-4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#521

of 758 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Advisory Services Network, LLC holds $101,168,606 across 15 Banks - Diversified names. UBS ranks #13 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	185,812	$60,821,831
2	BAC	Bank Of America Corp /De/	186,425	$10,622,488
3	WFC	Wells Fargo & Company/Mn	89,980	$7,435,938
4	C	Citigroup Inc	48,154	$6,739,626
5	BMO	Bank Of Montreal /Can/	36,982	$6,534,719
6	BNY	Bank of New York Mellon Corp	31,655	$4,577,622
7	RY	Royal Bank Of Canada	4,392	$909,011
8	SAN	Banco Santander, S.A.	57,124	$788,308

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$253,792	5,121	-4.5%	Shares	Other	2026-08-12
2026-03-31	$209,569	5,364	+10.9%	Shares	Sole	2026-05-15
2025-12-31	$223,954	4,836	+13.4%	Shares	Sole	2026-02-17
2025-09-30	$174,906	4,266	+137.8%	Shares	Sole	2025-11-18
2024-09-30	$55,451	1,794	0.0%	Shares	Sole	2024-11-14
2024-06-30	$52,993	1,794	-48.3%	Shares	Sole	2024-08-13
2023-12-31	$107,282	3,472	+369.2%	Shares	Sole	2024-02-09
2023-03-31	$15,790	740	+62.6%	Shares	Sole	2023-05-17
2022-12-31	$8,493	455	-16.8%	Shares	Sole	2023-02-13
2021-06-30	$8,390	547	-45.6%	Shares	Sole	2021-08-12
2020-12-31	$14,199	1,005	-73.9%	Shares	Sole	2021-02-09
2020-09-30	$42,937	3,851	-13.1%	Shares	Sole	2020-11-16
2020-03-31	$41,011	4,429	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.