Position in UBS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$19,427
-$86,003 QoQ
Shares Held
392
-94.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#642
of 758 holders
Holding Since
Mar 2020
11 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, 2026HHM Wealth Advisors, LLC holds $5,272,391 across 11 Banks - Diversified names. UBS ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
10,692 | $3,499,812 | |
| 2 | BAC |
Bank Of America Corp /De/
|
17,332 | $987,577 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
6,406 | $529,391 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
767 | $110,915 | |
| 5 | C |
Citigroup Inc
|
292 | $40,868 | |
| 6 | BCS |
Barclays PLC
|
1,084 | $29,116 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
235 | $22,346 | |
| 8 | UBS |
UBS Group AG
This page
|
392 | $19,427 |
All Filings in UBS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,427 | 392 | Shares | Sole | 2026-07-13 | |
| 2022-06-30 | $105,430 | 6,500 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $127,010 | 6,500 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $116,155 | 6,500 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $103,610 | 6,500 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $99,710 | 6,500 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $100,945 | 6,500 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $91,845 | 6,500 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $72,475 | 6,500 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $75,010 | 6,500 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $60,190 | 6,500 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||