Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,113
New position
Shares Held
83
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#705
of 758 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026IFG Advisory, LLC holds $27,806,115 across 15 Banks - Diversified names. UBS ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
43,108 | $14,110,541 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
58,329 | $8,434,956 | |
| 3 | BAC |
Bank Of America Corp /De/
|
44,562 | $2,539,142 | |
| 4 | TD |
Toronto Dominion Bank
|
7,045 | $855,474 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
4,217 | $745,143 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
5,899 | $487,493 | |
| 7 | C |
Citigroup Inc
|
2,382 | $333,384 | |
| 8 | ING |
Ing Groep NV
|
3,268 | $102,549 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,113 | 83 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||