Position in UBS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$801,183
+$257,174 QoQ
Shares Held
16,166
+16.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#347
of 758 holders
Holding Since
Mar 2025
5 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, 2026Merit Financial Group, LLC holds $159,845,476 across 19 Banks - Diversified names. UBS ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
245,022 | $80,203,044 | |
| 2 | BAC |
Bank Of America Corp /De/
|
303,228 | $17,277,925 | |
| 3 | C |
Citigroup Inc
|
107,884 | $15,099,439 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
85,470 | $12,359,811 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
137,030 | $11,324,153 | |
| 6 | RY |
Royal Bank Of Canada
|
54,093 | $11,195,626 | |
| 7 | BCS |
Barclays PLC
|
66,685 | $1,791,157 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
17,681 | $1,681,284 |
All Filings in UBS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $801,183 | 16,166 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $544,009 | 13,924 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $627,868 | 13,558 | Shares | Other | 2026-01-26 | |
| 2025-06-30 | $481,089 | 14,225 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $226,753 | 7,403 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||