Position in UBS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,498,418
+$278,031 QoQ
Shares Held
50,412
-11.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#248
of 758 holders
Holding Since
Dec 2021
19 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, 2026Sequoia Financial Advisors, LLC holds $294,713,915 across 18 Banks - Diversified names. UBS ranks #12 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
390,881 | $127,947,077 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,064,968 | $60,681,876 | |
| 3 | C |
Citigroup Inc
|
279,216 | $39,079,071 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
301,752 | $24,936,785 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
63,485 | $9,180,565 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
59,033 | $5,613,447 | |
| 7 | RY |
Royal Bank Of Canada
|
20,866 | $4,318,636 | |
| 8 | SAN |
Banco Santander, S.A.
|
259,838 | $3,585,764 |
All Filings in UBS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,498,418 | 50,412 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,220,387 | 56,831 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,739,357 | 37,559 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,613,596 | 39,356 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,168,176 | 34,541 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,141,671 | 37,273 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,061,169 | 34,999 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $1,057,987 | 34,228 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,028,641 | 34,822 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,036,462 | 33,739 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,001,376 | 32,407 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $830,581 | 33,695 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $609,072 | 30,048 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $558,254 | 26,160 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $478,680 | 25,639 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $249,397 | 17,188 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $285,407 | 17,596 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $309,240 | 15,826 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $203,003 | 11,360 | Shares | Sole | 2022-02-22 | |
| No filing history on record for this holder in this stock. | ||||||