Position in UBS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$276,743
+$40,487 QoQ
Shares Held
5,584
-7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#508
of 758 holders
Holding Since
Dec 2023
6 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, 2026Prime Capital Investment Advisors, LLC holds $81,464,167 across 15 Banks - Diversified names. UBS ranks #15 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
151,129 | $49,469,055 | |
| 2 | BAC |
Bank Of America Corp /De/
|
211,693 | $12,062,267 | |
| 3 | C |
Citigroup Inc
|
31,245 | $4,373,050 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
36,686 | $3,031,731 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
27,982 | $2,660,808 | |
| 6 | RY |
Royal Bank Of Canada
|
10,688 | $2,212,095 | |
| 7 | TD |
Toronto Dominion Bank
|
14,694 | $1,784,292 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
86,156 | $1,713,642 |
All Filings in UBS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,743 | 5,584 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $236,256 | 6,047 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $272,117 | 5,876 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $244,155 | 5,955 | Shares | Sole | 2025-11-05 | |
| 2025-03-31 | $217,473 | 7,100 | Shares | Sole | 2025-05-13 | |
| 2023-12-31 | $213,364 | 6,905 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||