Position in UBS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$241,803
+$17,941 QoQ
Shares Held
4,879
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#532
of 758 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Capital Investment Advisors, LLC holds $135,792,528 across 8 Banks - Diversified names. UBS ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
235,686 | $77,147,098 | |
| 2 | BAC |
Bank Of America Corp /De/
|
482,584 | $27,497,636 | |
| 3 | C |
Citigroup Inc
|
189,191 | $26,479,172 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
37,381 | $3,089,165 | |
| 5 | RY |
Royal Bank Of Canada
|
2,554 | $528,601 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
2,864 | $414,163 | |
| 7 | TD |
Toronto Dominion Bank
|
3,252 | $394,890 | |
| 8 | UBS |
UBS Group AG
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|
4,879 | $241,803 |
All Filings in UBS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,803 | 4,879 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $223,862 | 4,834 | Shares | Sole | 2026-01-13 | |
| No filing history on record for this holder in this stock. | ||||||