Position in UBS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,123,475
+$232,875 QoQ
Shares Held
22,669
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#316
of 758 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Main Street Financial Solutions, LLC holds $12,993,417 across 7 Banks - Diversified names. UBS ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
14,600 | $4,779,018 | |
| 2 | BAC |
Bank Of America Corp /De/
|
74,674 | $4,254,924 | |
| 3 | UBS |
UBS Group AG
This page
|
22,669 | $1,123,475 | |
| 4 | C |
Citigroup Inc
|
6,868 | $961,245 | |
| 5 | TD |
Toronto Dominion Bank
|
7,415 | $900,403 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
9,351 | $772,766 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,394 | $201,586 |
All Filings in UBS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,123,475 | 22,669 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $890,600 | 22,795 | Shares | Sole | 2026-07-29 | |
| 2025-12-31 | $1,061,239 | 22,916 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $944,845 | 23,045 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $779,381 | 23,045 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $712,760 | 23,270 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $722,222 | 23,820 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||