Position in UBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,722,153
+$413,863 QoQ
Shares Held
75,104
-11.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#214
of 758 holders
Holding Since
Mar 2022
18 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, 2026Independent Advisor Alliance holds $91,187,212 across 17 Banks - Diversified names. UBS ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
134,957 | $44,175,473 | |
| 2 | BAC |
Bank Of America Corp /De/
|
261,818 | $14,918,388 | |
| 3 | C |
Citigroup Inc
|
70,359 | $9,847,445 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
82,561 | $6,822,840 | |
| 5 | UBS |
UBS Group AG
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|
75,104 | $3,722,153 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
18,378 | $2,657,641 | |
| 7 | RY |
Royal Bank Of Canada
|
10,951 | $2,266,527 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
9,265 | $1,637,125 |
All Filings in UBS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,722,153 | 75,104 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,308,290 | 84,676 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,993,403 | 86,232 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,578,357 | 87,277 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,932,903 | 86,721 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,630,657 | 85,885 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,606,761 | 85,975 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,647,008 | 85,636 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,544,605 | 86,141 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,670,520 | 86,931 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,786,840 | 90,189 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,319,293 | 94,089 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,956,723 | 96,533 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,212,744 | 103,690 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,976,686 | 105,875 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,807,539 | 124,572 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,077,360 | 128,074 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,774,347 | 141,983 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||