Position in UBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,433,547
+$2,941,833 QoQ
Shares Held
190,346
+14.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#151
of 758 holders
Holding Since
Jun 2022
17 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $115,792,053 across 14 Banks - Diversified names. UBS ranks #2 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
196,682 | $64,379,919 | |
| 2 | UBS |
UBS Group AG
This page
|
190,346 | $9,433,547 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
109,477 | $9,047,179 | |
| 4 | BAC |
Bank Of America Corp /De/
|
141,354 | $8,054,350 | |
| 5 | C |
Citigroup Inc
|
50,716 | $7,098,211 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
38,875 | $5,621,713 | |
| 7 | ING |
Ing Groep NV
|
153,298 | $4,810,491 | |
| 8 | BCS |
Barclays PLC
|
94,453 | $2,537,007 |
All Filings in UBS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,433,547 | 190,346 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,491,714 | 166,156 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,893,382 | 148,853 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,079,623 | 99,503 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,249,919 | 36,958 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $1,149,758 | 37,537 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $1,651,287 | 54,462 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $1,791,790 | 57,968 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $1,852,778 | 62,721 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $2,435,143 | 79,269 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $2,159,786 | 69,896 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $584,624 | 23,717 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $462,257 | 22,805 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $445,835 | 20,892 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $350,062 | 18,750 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $314,068 | 21,645 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $309,769 | 19,098 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||