Position in UBS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,309,573
+$577,227 QoQ
Shares Held
26,424
+67.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#295
of 758 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $86,036,124 across 19 Banks - Diversified names. UBS ranks #14 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
127,872 | $41,856,341 | |
| 2 | BAC |
Bank Of America Corp /De/
|
163,267 | $9,302,953 | |
| 3 | C |
Citigroup Inc
|
60,306 | $8,440,427 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
83,415 | $6,893,415 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
18,594 | $2,688,878 | |
| 6 | BCS |
Barclays PLC
|
96,343 | $2,587,772 | |
| 7 | RY |
Royal Bank Of Canada
|
11,249 | $2,328,205 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
20,581 | $1,957,047 |
All Filings in UBS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,309,573 | 26,424 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $732,346 | 15,814 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $229,067 | 5,587 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $165,582 | 4,896 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $71,615 | 2,362 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $64,756 | 2,095 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $100,731 | 3,410 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $59,197 | 1,927 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $64,272 | 2,080 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $41,362 | 1,678 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $34,702 | 1,712 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $32,436 | 1,520 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $30,413 | 1,629 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $23,636 | 1,629 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $26,422 | 1,629 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $31,830 | 1,629 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $3,283 | 206 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $3,160 | 206 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $3,199 | 206 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,910 | 206 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,014 | 91 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $553 | 48 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $444 | 48 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||