Position in UBS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$626,884
+$270,527 QoQ
Shares Held
12,649
+38.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#369
of 757 holders
Holding Since
Mar 2020
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, 2026Valeo Financial Advisors, LLC holds $67,594,604 across 16 Banks - Diversified names. UBS ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
130,662 | $42,769,592 | |
| 2 | BAC |
Bank Of America Corp /De/
|
154,571 | $8,807,455 | |
| 3 | C |
Citigroup Inc
|
42,360 | $5,928,705 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
45,097 | $3,726,816 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
6,317 | $913,501 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
37,187 | $739,649 | |
| 7 | SAN |
Banco Santander, S.A.
|
47,927 | $661,392 | |
| 8 | UBS |
UBS Group AG
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|
12,649 | $626,884 |
All Filings in UBS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $626,884 | 12,649 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $356,357 | 9,121 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $777,359 | 16,786 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $644,725 | 15,725 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $476,929 | 14,102 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $457,795 | 14,946 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $395,827 | 13,055 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $923,992 | 29,893 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $859,111 | 29,083 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $895,303 | 29,144 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $876,694 | 28,372 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $415,894 | 16,872 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $335,346 | 16,544 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $260,881 | 12,225 | Shares | Sole | 2023-04-17 | |
| 2021-03-31 | $102,047 | 6,571 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $103,926 | 7,355 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $11,975 | 1,074 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $14,251 | 1,235 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $8,417 | 909 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||