Position in UBS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$92,726
+$42,053 QoQ
Shares Held
1,871
+44.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#590
of 758 holders
Holding Since
Jun 2025
5 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, 2026Salomon & Ludwin, LLC holds $3,553,366 across 14 Banks - Diversified names. UBS ranks #9 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,155 | $1,687,386 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
6,344 | $524,268 | |
| 3 | BAC |
Bank Of America Corp /De/
|
3,923 | $223,532 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
2,131 | $202,636 | |
| 5 | C |
Citigroup Inc
|
986 | $138,000 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
6,603 | $131,333 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
768 | $111,060 | |
| 8 | SAN |
Banco Santander, S.A.
|
7,751 | $106,963 |
All Filings in UBS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,726 | 1,871 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $50,673 | 1,297 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $60,064 | 1,297 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $45,920 | 1,120 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,420 | 42 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||