Position in UBS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,245,541
+$234,644 QoQ
Shares Held
25,132
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#300
of 757 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 7%
Shared 5%
None 88%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GeoWealth Management, LLC holds $28,733,515 across 15 Banks - Diversified names. UBS ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,636 | $9,700,751 | |
| 2 | BCS |
Barclays PLC
|
120,095 | $3,225,751 | |
| 3 | BAC |
Bank Of America Corp /De/
|
52,137 | $2,970,766 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
17,838 | $2,579,553 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
30,558 | $2,525,313 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
76,319 | $1,517,984 | |
| 7 | UBS |
UBS Group AG
This page
|
25,132 | $1,245,541 | |
| 8 | ING |
Ing Groep NV
|
33,110 | $1,038,991 |
All Filings in UBS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,245,541 | 25,132 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $1,010,897 | 25,874 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $521,867 | 11,269 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $357,028 | 8,708 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $180,531 | 5,338 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $248,286 | 8,106 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $261,479 | 8,624 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $152,726 | 4,941 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $180,223 | 6,101 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $192,860 | 6,278 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $228,443 | 7,393 | Shares | Other | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||