Position in UBS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,734
+$947 QoQ
Shares Held
35
+105.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#734
of 758 holders
Holding Since
Sep 2020
7 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, 2026Crewe Advisors LLC holds $6,488,910 across 16 Banks - Diversified names. UBS ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
13,043 | $4,269,365 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,888 | $1,190,198 | |
| 3 | C |
Citigroup Inc
|
3,510 | $491,259 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
3,918 | $323,783 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
400 | $70,680 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
431 | $62,326 | |
| 7 | BCS |
Barclays PLC
|
722 | $19,392 | |
| 8 | RY |
Royal Bank Of Canada
|
68 | $14,073 |
All Filings in UBS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,734 | 35 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $787 | 17 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $697 | 17 | Shares | Sole | 2025-11-13 | |
| 2021-06-30 | $20,724 | 1,351 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $20,981 | 1,351 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $19,089 | 1,351 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $15,063 | 1,351 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||