MISSION WEALTH MANAGEMENT, LP

Position in UBS — UBS Group AG

CIK 1645382 Santa Barbara, CA

Position in UBS

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

Position Value

$676,494

+$241,137 QoQ

Shares Held

13,650

+22.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#362

of 758 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MISSION WEALTH MANAGEMENT, LP holds $65,082,005 across 14 Banks - Diversified names. UBS ranks #9 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	110,524	$36,177,820
2	BAC	Bank Of America Corp /De/	186,562	$10,630,302
3	WFC	Wells Fargo & Company/Mn	102,870	$8,501,176
4	BNY	Bank of New York Mellon Corp	15,474	$2,237,695
5	C	Citigroup Inc	12,447	$1,742,082
6	SMFG	Sumitomo Mitsui Financial Group, Inc.	59,019	$1,391,668
7	HSBC	Hsbc Holdings PLC	10,521	$1,000,441
8	MUFG	Mitsubishi Ufj Financial Group Inc	47,053	$935,884

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$676,494	13,650	+22.5%	Shares	Sole	2026-07-20
2026-03-31	$435,357	11,143	-2.4%	Shares	Sole	2026-05-15
2025-12-31	$528,813	11,419	-3.7%	Shares	Sole	2026-02-05
2025-09-30	$486,014	11,854	-0.2%	Shares	Sole	2025-11-04
2025-06-30	$401,578	11,874	-5.6%	Shares	Sole	2025-08-05
2025-03-31	$385,417	12,583	-2.3%	Shares	Sole	2025-04-17
2024-12-31	$390,309	12,873	+14.4%	Shares	Sole	2025-02-06
2024-09-30	$347,768	11,251	-7.2%	Shares	Sole	2024-10-31
2024-06-30	$358,083	12,122	+28.8%	Shares	Sole	2024-08-05
2024-03-31	$289,013	9,408	—	Shares	Sole	2024-04-30
No filing history on record for this holder in this stock.