Position in UBS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,184,731
+$224,743 QoQ
Shares Held
23,905
-2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#306
of 758 holders
Holding Since
Mar 2021
22 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, 2026Checchi Capital Advisers, LLC holds $34,354,758 across 18 Banks - Diversified names. UBS ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,988 | $9,815,972 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
51,113 | $4,223,978 | |
| 3 | BAC |
Bank Of America Corp /De/
|
73,125 | $4,166,662 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
25,807 | $2,453,987 | |
| 5 | C |
Citigroup Inc
|
15,333 | $2,146,006 | |
| 6 | RY |
Royal Bank Of Canada
|
6,507 | $1,346,753 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
66,298 | $1,318,667 | |
| 8 | UBS |
UBS Group AG
This page
|
23,905 | $1,184,731 |
All Filings in UBS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,184,731 | 23,905 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $959,988 | 24,571 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,105,234 | 23,866 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,019,588 | 24,868 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $831,329 | 24,581 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $774,693 | 25,292 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $712,398 | 23,496 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $697,916 | 22,579 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $660,337 | 22,354 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $685,486 | 22,314 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $726,397 | 23,508 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $454,398 | 18,434 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $341,894 | 16,867 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $338,772 | 15,875 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $303,256 | 16,243 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $218,593 | 15,065 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $244,354 | 15,065 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $257,771 | 13,192 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $232,041 | 12,985 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $172,120 | 10,798 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $159,305 | 10,385 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $156,775 | 10,095 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||