Position in UBS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$283,582
+$75,457 QoQ
Shares Held
5,722
+7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#498
of 758 holders
Holding Since
Dec 2025
3 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, 2026MONECO ADVISORS, LLC holds $19,907,817 across 6 Banks - Diversified names. UBS ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
24,394 | $7,984,888 | |
| 2 | C |
Citigroup Inc
|
31,154 | $4,360,313 | |
| 3 | BAC |
Bank Of America Corp /De/
|
74,319 | $4,234,696 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
30,651 | $2,532,998 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,536 | $511,340 | |
| 6 | UBS |
UBS Group AG
This page
|
5,722 | $283,582 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,582 | 5,722 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $208,125 | 5,327 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $244,655 | 5,283 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||