Position in UBS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$527,679
+$276,600 QoQ
Shares Held
13,506
+81.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
8 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, 2026Beacon Pointe Advisors, LLC holds $269,481,037 across 16 Banks - Diversified names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
474,800 | $155,416,284 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
490,085 | $40,500,624 | |
| 3 | BAC |
Bank Of America Corp /De/
|
585,316 | $33,351,305 | |
| 4 | C |
Citigroup Inc
|
134,666 | $18,847,853 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
52,280 | $9,237,876 | |
| 6 | RY |
Royal Bank Of Canada
|
13,332 | $2,759,324 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
16,232 | $2,347,309 | |
| 8 | TD |
Toronto Dominion Bank
|
15,783 | $1,916,529 |
All Filings in UBS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $527,679 | 13,506 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $251,079 | 7,424 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $221,699 | 7,238 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $212,421 | 7,006 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $285,112 | 9,281 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $241,421 | 7,813 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $231,118 | 9,376 | Shares | Sole | 2023-11-14 | |
| 2022-03-31 | $214,119 | 10,958 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||