CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in UBS — UBS Group AG
CIK 1766904
RICHMOND, VA
Position in UBS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$116,663
+$18,996 QoQ
Shares Held
2,354
+11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#585
of 758 holders
Holding Since
Dec 2022
6 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, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $7,507,457 across 12 Banks - Diversified names. UBS ranks #10 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,416 | $3,736,789 | |
| 2 | BAC |
Bank Of America Corp /De/
|
22,799 | $1,299,082 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
7,811 | $645,493 | |
| 4 | C |
Citigroup Inc
|
3,701 | $517,986 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
11,664 | $231,995 | |
| 6 | RY |
Royal Bank Of Canada
|
1,097 | $227,045 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
1,469 | $212,428 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
1,958 | $186,185 |
All Filings in UBS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,663 | 2,354 | Shares | Other | 2026-07-17 | |
| 2025-12-31 | $97,667 | 2,109 | Shares | Other | 2026-02-09 | |
| 2023-09-30 | $33,031 | 1,340 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $16,783 | 828 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $17,669 | 828 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $15,608 | 836 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||