Position in UBS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$644
+$137 QoQ
Shares Held
13
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#747
of 758 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $65,116,814 across 10 Banks - Diversified names. UBS ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
164,655 | $53,896,521 | |
| 2 | BAC |
Bank Of America Corp /De/
|
154,719 | $8,815,888 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
11,317 | $1,636,551 | |
| 4 | TD |
Toronto Dominion Bank
|
2,963 | $359,797 | |
| 5 | C |
Citigroup Inc
|
1,736 | $242,970 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
1,078 | $89,085 | |
| 7 | BNS |
Bank Of Nova Scotia
|
500 | $43,420 | |
| 8 | RY |
Royal Bank Of Canada
|
130 | $26,906 |
All Filings in UBS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $644 | 13 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $507 | 13 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||