Position in UBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$16,007
+$13,312 QoQ
Shares Held
323
+368.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#653
of 758 holders
Holding Since
Jun 2025
5 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, 2026Strategic Wealth Partners, Ltd. holds $37,380,824 across 15 Banks - Diversified names. UBS ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
63,666 | $20,839,791 | |
| 2 | C |
Citigroup Inc
|
109,805 | $15,368,307 | |
| 3 | BAC |
Bank Of America Corp /De/
|
12,852 | $732,306 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,863 | $153,958 | |
| 5 | RY |
Royal Bank Of Canada
|
548 | $113,419 | |
| 6 | TD |
Toronto Dominion Bank
|
259 | $31,450 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
250 | $28,750 | |
| 8 | BCS |
Barclays PLC
|
914 | $24,550 |
All Filings in UBS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,007 | 323 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,695 | 69 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,195 | 69 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $2,829 | 69 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,624 | 255 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||