Position in UBS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$159,186
+$36,350 QoQ
Shares Held
3,212
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#576
of 758 holders
Holding Since
Mar 2020
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, 2026Golden State Wealth Management, LLC holds $6,589,584 across 12 Banks - Diversified names. UBS ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
13,508 | $4,421,573 | |
| 2 | BAC |
Bank Of America Corp /De/
|
19,621 | $1,118,004 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
4,565 | $377,251 | |
| 4 | C |
Citigroup Inc
|
2,162 | $302,593 | |
| 5 | UBS |
UBS Group AG
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|
3,212 | $159,186 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
7,316 | $145,515 | |
| 7 | ING |
Ing Groep NV
|
633 | $19,863 | |
| 8 | BCS |
Barclays PLC
|
736 | $19,768 |
All Filings in UBS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $159,186 | 3,212 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $122,836 | 3,144 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $145,598 | 3,144 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $131,159 | 3,199 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $108,190 | 3,199 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $123,463 | 4,072 | Shares | Sole | 2025-01-28 | |
| 2020-03-31 | $2,083 | 225 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||