Position in UBS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$15,016
+$4,226 QoQ
Shares Held
303
+30.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#656
of 758 holders
Holding Since
Jun 2023
12 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, 2026Winch Advisory Services, LLC holds $13,066,794 across 11 Banks - Diversified names. UBS ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
23,603 | $7,725,969 | |
| 2 | C |
Citigroup Inc
|
34,938 | $4,889,922 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,826 | $233,540 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,829 | $104,216 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
350 | $61,845 | |
| 6 | UBS |
UBS Group AG
This page
|
303 | $15,016 | |
| 7 | ING |
Ing Groep NV
|
341 | $10,700 | |
| 8 | SAN |
Banco Santander, S.A.
|
541 | $7,465 |
All Filings in UBS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,016 | 303 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $10,790 | 233 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,553 | 233 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,880 | 233 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,953 | 227 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,882 | 227 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $7,016 | 227 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $6,705 | 227 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,819 | 222 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,859 | 222 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $5,472 | 222 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $5 | 222 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||