Position in UBS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$320,950
New position
Shares Held
6,476
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#473
of 757 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Facet Wealth, Inc. holds $9,949,163 across 11 Banks - Diversified names. UBS ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
13,688 | $4,480,493 | |
| 2 | BAC |
Bank Of America Corp /De/
|
29,308 | $1,669,969 | |
| 3 | C |
Citigroup Inc
|
8,267 | $1,157,049 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
8,667 | $716,240 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,643 | $382,204 | |
| 6 | UBS |
UBS Group AG
This page
|
6,476 | $320,950 | |
| 7 | RY |
Royal Bank Of Canada
|
1,461 | $302,383 | |
| 8 | ING |
Ing Groep NV
|
7,750 | $243,195 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,950 | 6,476 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||