Position in UBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,492,273
+$629,533 QoQ
Shares Held
50,288
+5.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#249
of 758 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $761,328,374 across 18 Banks - Diversified names. UBS ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,455,328 | $476,372,514 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,764,963 | $100,567,591 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
502,866 | $72,719,452 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
555,363 | $45,895,198 | |
| 5 | C |
Citigroup Inc
|
271,355 | $37,978,845 | |
| 6 | RY |
Royal Bank Of Canada
|
39,449 | $8,164,759 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
224,896 | $5,635,893 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
34,412 | $3,272,237 |
All Filings in UBS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,492,273 | 50,288 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,862,740 | 47,677 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $2,960,135 | 63,920 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,190,917 | 53,437 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,645,478 | 48,654 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,279,476 | 41,772 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,228,111 | 40,505 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,169,016 | 37,820 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,559,475 | 52,792 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,384,888 | 45,081 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $804,327 | 26,030 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $532,292 | 21,594 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $385,778 | 19,032 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $393,701 | 18,449 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $210,354 | 11,267 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $163,484 | 11,267 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $196,002 | 12,084 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $248,861 | 12,736 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $227,592 | 12,736 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $191,487 | 12,013 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $195,370 | 12,736 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $197,572 | 12,722 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $168,217 | 11,905 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $133,699 | 11,991 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $138,376 | 11,991 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||