Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$334,530
+$16,657 QoQ
Shares Held
6,750
-17.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#466
of 758 holders
Holding Since
Sep 2025
4 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, 2026World Investment Advisors holds $126,993,692 across 16 Banks - Diversified names. UBS ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
235,534 | $77,097,344 | |
| 2 | C |
Citigroup Inc
|
110,148 | $15,416,314 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
69,252 | $10,014,531 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
117,323 | $9,695,572 | |
| 5 | BAC |
Bank Of America Corp /De/
|
146,345 | $8,338,738 | |
| 6 | RY |
Royal Bank Of Canada
|
7,440 | $1,539,856 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
11,741 | $1,116,451 | |
| 8 | TD |
Toronto Dominion Bank
|
6,619 | $803,745 |
All Filings in UBS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,530 | 6,750 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $317,873 | 8,136 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $387,522 | 8,368 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $243,540 | 5,940 | Shares | Sole | 2025-10-15 | |
| No filing history on record for this holder in this stock. | ||||||