Position in UBS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$631,935
-$134,028 QoQ
Shares Held
12,751
-35.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#368
of 758 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $26,433,824 across 19 Banks - Diversified names. UBS ranks #10 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
35,950 | $11,767,506 | |
| 2 | BAC |
Bank Of America Corp /De/
|
41,845 | $2,384,324 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
28,424 | $2,348,953 | |
| 4 | C |
Citigroup Inc
|
13,767 | $1,926,824 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
42,918 | $1,075,520 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
6,766 | $978,425 | |
| 7 | RY |
Royal Bank Of Canada
|
4,481 | $927,428 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
8,001 | $760,810 |
All Filings in UBS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $631,935 | 12,751 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $765,963 | 19,605 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $625,180 | 13,500 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $491,344 | 11,984 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $377,057 | 11,149 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $292,668 | 9,555 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $458,285 | 15,115 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $196,028 | 6,342 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $276,874 | 9,373 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $262,776 | 8,554 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $258,444 | 8,364 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $195,843 | 7,945 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $149,753 | 7,388 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $124,452 | 5,832 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $115,846 | 6,205 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $44,994 | 3,101 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $92,404 | 5,697 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $16,960 | 868 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $13,938 | 780 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||