Position in UBS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,092,599
+$456,618 QoQ
Shares Held
22,046
+35.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#321
of 758 holders
Holding Since
Mar 2020
22 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, 2026Parallel Advisors, LLC holds $73,221,304 across 19 Banks - Diversified names. UBS ranks #11 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
136,858 | $44,797,729 | |
| 2 | BAC |
Bank Of America Corp /De/
|
110,965 | $6,322,785 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
43,555 | $3,599,385 | |
| 4 | C |
Citigroup Inc
|
23,129 | $3,237,134 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
16,661 | $2,409,347 | |
| 6 | RY |
Royal Bank Of Canada
|
7,496 | $1,551,447 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
16,074 | $1,528,476 | |
| 8 | SAN |
Banco Santander, S.A.
|
104,112 | $1,436,745 |
All Filings in UBS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,092,599 | 22,046 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $635,981 | 16,278 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $724,566 | 15,646 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $611,105 | 14,905 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $494,921 | 14,634 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $552,473 | 18,037 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $579,991 | 19,129 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $520,029 | 16,824 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $488,946 | 16,552 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $495,575 | 16,132 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $459,483 | 14,870 | Shares | Sole | 2024-02-12 | |
| 2022-12-31 | $193,085 | 10,342 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $177,587 | 12,239 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $231,313 | 14,261 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $278,913 | 14,274 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $263,457 | 14,743 | Shares | Sole | 2022-01-20 | |
| 2021-06-30 | $102,486 | 6,681 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $97,823 | 6,299 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $80,230 | 5,678 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $120,564 | 10,813 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $177,681 | 15,397 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $108,406 | 11,707 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||