Position in UBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,428,567
+$1,002,236 QoQ
Shares Held
28,825
+164.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#290
of 758 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $386,005,657 across 19 Banks - Diversified names. UBS ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
853,322 | $279,317,890 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
393,034 | $32,480,329 | |
| 3 | BAC |
Bank Of America Corp /De/
|
538,337 | $30,674,442 | |
| 4 | C |
Citigroup Inc
|
121,079 | $16,946,216 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
98,774 | $14,283,708 | |
| 6 | TD |
Toronto Dominion Bank
|
24,038 | $2,918,934 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
20,406 | $1,940,406 | |
| 8 | RY |
Royal Bank Of Canada
|
8,079 | $1,672,110 |
All Filings in UBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,428,567 | 28,825 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $426,331 | 10,912 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $501,722 | 10,834 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $456,576 | 11,136 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $354,704 | 10,488 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $122,274 | 3,992 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $90,626 | 2,989 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $64,972 | 2,102 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $98,781 | 3,344 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $122,972 | 4,003 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $51,572 | 1,669 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $59,233 | 2,403 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $34,276 | 1,691 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $19,995 | 937 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $25,279 | 1,354 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $16,178 | 1,115 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $13,641 | 841 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $16,433 | 841 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $15,028 | 841 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $15,669 | 983 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,511 | 946 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $20,825 | 1,341 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,012 | 284 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $30,171 | 2,706 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $4,489 | 389 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $23,585 | 2,547 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||