Position in UBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,462,685
+$811,158 QoQ
Shares Held
49,691
+17.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#251
of 758 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Sanctuary Advisors, LLC holds $337,512,863 across 13 Banks - Diversified names. UBS ranks #11 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
737,445 | $241,387,871 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
430,811 | $35,602,221 | |
| 3 | C |
Citigroup Inc
|
237,262 | $33,207,189 | |
| 4 | SAN |
Banco Santander, S.A.
|
366,131 | $5,052,607 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
203,085 | $4,039,360 | |
| 6 | RY |
Royal Bank Of Canada
|
16,109 | $3,334,079 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
126,165 | $3,161,694 | |
| 8 | ING |
Ing Groep NV
|
91,340 | $2,866,249 |
All Filings in UBS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,462,685 | 49,691 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,651,527 | 42,271 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,992,904 | 43,034 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,099,374 | 26,814 | Shares | Sole | 2026-01-06 | |
| 2025-06-30 | $1,152,112 | 34,066 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $821,312 | 26,814 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $936,372 | 30,883 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,066,858 | 34,515 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $781,214 | 26,446 | Shares | Sole | 2024-09-05 | |
| No filing history on record for this holder in this stock. | ||||||