Position in UBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,755,198
+$2,306,262 QoQ
Shares Held
156,481
+12.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#166
of 758 holders
Holding Since
Dec 2020
23 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, 2026Cetera Investment Advisers holds $949,475,905 across 18 Banks - Diversified names. UBS ranks #11 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,479,664 | $484,338,417 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,184,090 | $124,449,448 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,040,585 | $85,993,944 | |
| 4 | C |
Citigroup Inc
|
600,893 | $84,100,984 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
409,275 | $59,185,257 | |
| 6 | RY |
Royal Bank Of Canada
|
82,072 | $16,986,441 | |
| 7 | TD |
Toronto Dominion Bank
|
95,261 | $11,567,543 | |
| 8 | SAN |
Banco Santander, S.A.
|
828,167 | $11,428,704 |
All Filings in UBS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,755,198 | 156,481 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,448,936 | 139,466 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,084,995 | 131,397 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,049,232 | 123,152 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,220,181 | 65,647 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,453,156 | 80,090 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,835,845 | 60,549 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,854,940 | 60,011 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,826,960 | 61,847 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $1,997,690 | 65,029 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $655,976 | 21,229 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $489,622 | 19,863 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $457,980 | 22,594 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $642,504 | 30,108 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $613,085 | 32,838 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $322,571 | 22,231 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $363,749 | 22,426 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $466,107 | 23,854 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $434,348 | 24,306 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $335,154 | 21,026 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $289,972 | 18,903 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $172,864 | 11,131 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $236,182 | 16,715 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||