Wealth Alliance Advisory Group, LLC

Position in UBS — UBS Group AG

CIK 1735734 Wichita, KS

Position in UBS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$3,021,128

+$639,421 QoQ

Shares Held

60,959

-0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.26%

of 13F equity value

Holder Rank

#235

of 758 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Wealth Alliance Advisory Group, LLC holds $13,218,886 across 4 Banks - Diversified names. UBS ranks #3 (22.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	18,144	$5,939,075
2	BAC	Bank Of America Corp /De/	68,125	$3,881,762
3	UBS	UBS Group AG This page	60,959	$3,021,128
4	WFC	Wells Fargo & Company/Mn	4,561	$376,921

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,021,128	60,959	-0.0%	Shares	Sole	2026-07-23
2026-03-31	$2,381,707	60,960	-0.9%	Shares	Sole	2026-04-09
2025-12-31	$2,847,370	61,485	-1.9%	Shares	Sole	2026-01-29
2025-09-30	$2,569,675	62,675	-1.1%	Shares	Sole	2025-10-14
2025-06-30	$2,144,188	63,400	0.0%	Shares	Sole	2025-07-07
2025-03-31	$1,941,942	63,400	0.0%	Shares	Sole	2025-04-10
2024-12-31	$1,922,288	63,400	-0.3%	Shares	Sole	2025-01-15
2024-09-30	$1,964,855	63,567	0.0%	Shares	Sole	2024-10-18
2024-06-30	$1,877,769	63,567	0.0%	Shares	Sole	2024-07-30
2024-03-31	$1,952,778	63,567	-0.3%	Shares	Sole	2024-04-15
2023-12-31	$1,969,689	63,744	0.0%	Shares	Sole	2024-01-10
2023-09-30	$1,571,289	63,744	0.0%	Shares	Sole	2023-10-10
2023-06-30	$1,292,090	63,744	+0.0%	Shares	Sole	2023-07-13
2023-03-31	$1,360,275	63,743	0.0%	Shares	Defined	2023-05-02
2022-12-31	$1,190,081	63,743	-34.4%	Shares	Sole	2023-01-17
2022-09-30	$1,409,631	97,149	-0.1%	Shares	Sole	2022-10-12
2022-06-30	$1,576,794	97,213	0.0%	Shares	Sole	2022-07-08
2022-03-31	$1,899,542	97,213	0.0%	Shares	Sole	2022-04-18
2021-12-31	$1,737,196	97,213	-0.3%	Shares	Sole	2022-01-13
2021-09-30	$1,553,958	97,488	0.0%	Shares	Sole	2021-10-08
2021-06-30	$1,495,465	97,488	0.0%	Shares	Sole	2021-07-13
2021-03-31	$1,513,988	97,488	0.0%	Shares	Sole	2021-04-28
2020-12-31	$1,377,505	97,488	0.0%	Shares	Sole	2021-01-25
2020-09-30	$1,086,991	97,488	0.0%	Shares	Sole	2020-10-08
2020-06-30	$1,125,011	97,488	0.0%	Shares	Sole	2020-07-08
2020-03-31	$902,738	97,488	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.