Position in UBS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$703,553
+$147,900 QoQ
Shares Held
14,196
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#356
of 758 holders
Holding Since
Sep 2020
9 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, 2026Legacy Financial Advisors, Inc. holds $23,730,115 across 11 Banks - Diversified names. UBS ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
34,993 | $11,454,258 | |
| 2 | BAC |
Bank Of America Corp /De/
|
56,504 | $3,219,597 | |
| 3 | C |
Citigroup Inc
|
18,681 | $2,614,592 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
24,801 | $2,049,554 | |
| 5 | RY |
Royal Bank Of Canada
|
5,229 | $1,082,246 | |
| 6 | UBS |
UBS Group AG
This page
|
14,196 | $703,553 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
3,772 | $666,512 | |
| 8 | TD |
Toronto Dominion Bank
|
5,338 | $648,193 |
All Filings in UBS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $703,553 | 14,196 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $555,653 | 14,222 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $629,075 | 13,584 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $550,671 | 13,431 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $430,494 | 12,729 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $382,752 | 12,496 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $321,968 | 10,619 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $273,422 | 9,256 | Shares | Sole | 2024-08-13 | |
| 2020-09-30 | $127,388 | 11,425 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||