Sowell Financial Services LLC

Position in UBS — UBS Group AG

CIK 1633697 NORTH LITTLE ROCK, AR

Position in UBS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$246,065

+$20,628 QoQ

Shares Held

4,965

+2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#530

of 758 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $53,929,286 across 15 Banks - Diversified names. UBS ranks #15 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	70,498	$23,076,110
2	BAC	Bank Of America Corp /De/	226,850	$12,925,913
3	WFC	Wells Fargo & Company/Mn	103,291	$8,535,968
4	HSBC	Hsbc Holdings PLC	32,650	$3,104,688
5	C	Citigroup Inc	12,167	$1,702,893
6	BNY	Bank of New York Mellon Corp	9,080	$1,313,058
7	TD	Toronto Dominion Bank	4,189	$508,670
8	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	16,896	$423,413

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$246,065	4,965	+2.0%	Shares	Sole	2026-07-20
2025-12-31	$225,437	4,868	-54.6%	Shares	Sole	2026-01-21
2024-12-31	$324,818	10,713	-6.7%	Shares	Sole	2025-02-07
2024-09-30	$354,939	11,483	-2.5%	Shares	Sole	2024-10-04
2024-06-30	$347,833	11,775	+0.1%	Shares	Sole	2024-08-13
2024-03-31	$361,482	11,767	+16.3%	Shares	Sole	2024-05-03
2023-12-31	$312,553	10,115	+1180.4%	Shares	Sole	2024-01-24
2021-03-31	$12,268	790	-38.9%	Shares	Sole	2021-05-07
2020-12-31	$18,284	1,294	+260.4%	Shares	Sole	2021-01-13
2020-09-30	$4,002	359	-63.9%	Shares	Sole	2020-11-12
2020-06-30	$11,470	994	-17.0%	Shares	Sole	2020-08-13
2020-03-31	$11,084	1,197	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.