Position in UBS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$17,246
+$5,369 QoQ
Shares Held
348
+14.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#649
of 758 holders
Holding Since
Mar 2020
26 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $740,555 across 18 Banks - Diversified names. UBS ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,236 | $404,579 | |
| 2 | BAC |
Bank Of America Corp /De/
|
979 | $55,783 | |
| 3 | C |
Citigroup Inc
|
389 | $54,444 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
453 | $37,435 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
339 | $32,235 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
208 | $30,078 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
785 | $18,510 | |
| 8 | UBS |
UBS Group AG
This page
|
348 | $17,246 |
All Filings in UBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,246 | 348 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $11,877 | 304 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $17,412 | 376 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $12,874 | 314 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $9,266 | 274 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $8,392 | 274 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $8,307 | 274 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $8,469 | 274 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $8,093 | 274 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $8,417 | 274 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $15,388 | 498 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $12,275 | 498 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $10,094 | 498 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $10,776 | 505 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $9,708 | 520 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $5,122 | 353 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $5,725 | 353 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $6,897 | 353 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $6,308 | 353 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $5,626 | 353 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $2,822 | 184 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $2,329 | 150 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $1,243 | 88 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $981 | 88 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $1,015 | 88 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $814 | 88 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||