Position in UBS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$965,825
+$214,822 QoQ
Shares Held
19,488
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#332
of 757 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $13,958,094 across 12 Banks - Diversified names. UBS ranks #6 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,982 | $3,267,408 | |
| 2 | BAC |
Bank Of America Corp /De/
|
39,972 | $2,277,604 | |
| 3 | C |
Citigroup Inc
|
14,027 | $1,963,218 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
14,272 | $1,179,438 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
52,479 | $1,043,807 | |
| 6 | UBS |
UBS Group AG
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|
19,488 | $965,825 | |
| 7 | BCS |
Barclays PLC
|
31,188 | $837,709 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
33,008 | $827,180 |
All Filings in UBS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $965,825 | 19,488 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $751,003 | 19,222 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $882,112 | 19,048 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $793,473 | 19,353 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $649,242 | 19,197 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $842,447 | 27,504 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $857,116 | 28,269 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $883,345 | 28,578 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $877,160 | 29,694 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $906,977 | 29,524 | Shares | Defined | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||