Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$258,256
New position
Shares Held
5,211
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#518
of 758 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Ausdal Financial Partners, Inc. holds $18,717,774 across 8 Banks - Diversified names. UBS ranks #7 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,524 | $9,664,090 | |
| 2 | C |
Citigroup Inc
|
18,718 | $2,619,770 | |
| 3 | BAC |
Bank Of America Corp /De/
|
35,857 | $2,043,130 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
10,835 | $1,566,849 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
8,842 | $1,562,380 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
9,036 | $746,734 | |
| 7 | UBS |
UBS Group AG
This page
|
5,211 | $258,256 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,231 | $256,565 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,256 | 5,211 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||