Position in UBS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$404,360
+$25,264 QoQ
Shares Held
8,159
-15.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#439
of 761 holders
Holding Since
Mar 2024
10 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, 2026Avior Wealth Management, LLC holds $23,673,928 across 8 Banks - Diversified names. UBS ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
34,247 | $11,210,070 | |
| 2 | BAC |
Bank Of America Corp /De/
|
79,071 | $4,505,465 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
54,170 | $4,476,608 | |
| 4 | C |
Citigroup Inc
|
11,298 | $1,581,268 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
6,243 | $902,800 | |
| 6 | UBS |
UBS Group AG
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|
8,159 | $404,360 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
3,757 | $357,253 | |
| 8 | SAN |
Banco Santander, S.A.
|
17,109 | $236,104 |
All Filings in UBS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $404,360 | 8,159 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $379,096 | 9,703 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $306,479 | 6,618 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $274,208 | 6,688 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $223,617 | 6,612 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $202,066 | 6,597 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $210,572 | 6,945 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $216,740 | 7,012 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $207,252 | 7,016 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $276,633 | 9,005 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||