Position in UBS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$220,046
New position
Shares Held
4,440
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#553
of 758 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 23%
Shared 0%
None 77%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Warren Street Wealth Advisors, LLC holds $2,176,819 across 6 Banks - Diversified names. UBS ranks #6 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,114 | $1,019,305 | |
| 2 | HSBC |
Hsbc Holdings PLC
|
2,645 | $251,513 | |
| 3 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
9,670 | $242,330 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
2,695 | $222,714 | |
| 5 | BAC |
Bank Of America Corp /De/
|
3,877 | $220,911 | |
| 6 | UBS |
UBS Group AG
This page
|
4,440 | $220,046 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,046 | 4,440 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||