Position in UBS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$941,094
+$122,539 QoQ
Shares Held
18,989
-9.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#336
of 758 holders
Holding Since
Sep 2024
6 quarters on record
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $164,993,838 across 15 Banks - Diversified names. UBS ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
325,397 | $106,512,200 | |
| 2 | BAC |
Bank Of America Corp /De/
|
385,188 | $21,948,012 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
82,440 | $11,921,648 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
117,059 | $9,673,755 | |
| 5 | C |
Citigroup Inc
|
49,621 | $6,944,955 | |
| 6 | BCS |
Barclays PLC
|
48,839 | $1,311,815 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
12,187 | $1,158,861 | |
| 8 | TD |
Toronto Dominion Bank
|
9,498 | $1,153,342 |
All Filings in UBS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $941,094 | 18,989 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $818,555 | 20,951 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $998,258 | 21,556 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $202,991 | 4,951 | Shares | Sole | 2025-11-17 | |
| 2024-12-31 | $262,995 | 8,674 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $277,200 | 8,968 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||