Position in UBS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$436,871
New position
Shares Held
8,815
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#427
of 758 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LVW Advisors, LLC holds $24,871,404 across 14 Banks - Diversified names. UBS ranks #10 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
31,362 | $10,265,723 | |
| 2 | BAC |
Bank Of America Corp /De/
|
53,203 | $3,031,506 | |
| 3 | C |
Citigroup Inc
|
18,929 | $2,649,302 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
25,234 | $2,399,501 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
9,054 | $1,309,298 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
15,383 | $1,271,251 | |
| 7 | ING |
Ing Groep NV
|
33,907 | $1,064,001 | |
| 8 | SAN |
Banco Santander, S.A.
|
57,324 | $791,071 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,871 | 8,815 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||