Position in UBS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$211,670
New position
Shares Held
4,271
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#561
of 758 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 97%
Shared 0%
None 3%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Verdence Capital Advisors LLC holds $45,353,538 across 10 Banks - Diversified names. UBS ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
87,633 | $28,684,909 | |
| 2 | BAC |
Bank Of America Corp /De/
|
108,615 | $6,188,882 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
43,002 | $3,553,685 | |
| 4 | C |
Citigroup Inc
|
18,396 | $2,574,704 | |
| 5 | SAN |
Banco Santander, S.A.
|
160,400 | $2,213,520 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
5,274 | $762,673 | |
| 7 | TD |
Toronto Dominion Bank
|
4,741 | $575,699 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
15,434 | $386,776 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,670 | 4,271 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||