Position in UBS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,518
+$1,370 QoQ
Shares Held
71
+29.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#710
of 758 holders
Holding Since
Dec 2020
15 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, 2026Bogart Wealth, LLC holds $18,957,725 across 17 Banks - Diversified names. UBS ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
37,403 | $12,243,123 | |
| 2 | RY |
Royal Bank Of Canada
|
19,734 | $4,084,345 | |
| 3 | BNS |
Bank Of Nova Scotia
|
13,743 | $1,193,442 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
2,673 | $472,319 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
3,279 | $270,976 | |
| 6 | C |
Citigroup Inc
|
1,830 | $256,126 | |
| 7 | BAC |
Bank Of America Corp /De/
|
3,228 | $183,931 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
1,258 | $119,623 |
All Filings in UBS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,518 | 71 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,148 | 55 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,547 | 55 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,255 | 55 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,860 | 55 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,684 | 55 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,455 | 48 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,483 | 48 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,417 | 48 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,474 | 48 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,483 | 48 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,183 | 48 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $972 | 48 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $533 | 25 | Shares | Sole | 2023-04-21 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-14 | |
| No filing history on record for this holder in this stock. | ||||||