Position in UBS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$323,676
+$94,210 QoQ
Shares Held
6,531
+31.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#471
of 758 holders
Holding Since
Sep 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, 2026RIVERSEDGE ADVISORS, LLC holds $9,307,570 across 18 Banks - Diversified names. UBS ranks #13 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,921 | $1,610,790 | |
| 2 | C |
Citigroup Inc
|
6,332 | $886,226 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
7,868 | $748,168 | |
| 4 | BAC |
Bank Of America Corp /De/
|
12,527 | $713,788 | |
| 5 | RY |
Royal Bank Of Canada
|
2,908 | $601,868 | |
| 6 | SAN |
Banco Santander, S.A.
|
43,102 | $594,807 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
26,910 | $535,239 | |
| 8 | TD |
Toronto Dominion Bank
|
4,066 | $493,734 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,676 | 6,531 | Shares | Sole | 2026-07-16 | |
| 2025-12-31 | $229,466 | 4,955 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $215,332 | 5,252 | Shares | Sole | 2025-10-09 | |
| No filing history on record for this holder in this stock. | ||||||