Position in UBS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,071,062
+$1,867,508 QoQ
Shares Held
41,789
+702.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#259
of 758 holders
Holding Since
Jun 2021
12 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Arax Advisory Partners holds $235,018,655 across 19 Banks - Diversified names. UBS ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
279,772 | $91,577,768 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,406,039 | $80,116,102 | |
| 3 | C |
Citigroup Inc
|
192,816 | $26,986,527 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
138,486 | $11,444,483 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
59,238 | $8,566,407 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
26,396 | $2,509,995 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
106,208 | $2,112,477 | |
| 8 | UBS |
UBS Group AG
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|
41,789 | $2,071,062 |
All Filings in UBS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,071,062 | 41,789 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $203,554 | 5,210 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $358,300 | 7,737 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $356,659 | 8,699 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $181,613 | 5,370 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $148,493 | 4,848 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $132,377 | 4,366 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $131,212 | 4,245 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $126,283 | 4,275 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $135,014 | 4,395 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $133,549 | 4,322 | Shares | Sole | 2024-02-06 | |
| 2021-06-30 | $3,006 | 196 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||