Position in UBS
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$496,541
+$147,529 QoQ
Shares Held
10,019
+12.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#406
of 758 holders
Holding Since
Dec 2024
7 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, 2026Kingsview Wealth Management, LLC holds $72,287,176 across 10 Banks - Diversified names. UBS ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
150,478 | $49,255,963 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
99,304 | $8,206,482 | |
| 3 | BAC |
Bank Of America Corp /De/
|
129,349 | $7,370,306 | |
| 4 | C |
Citigroup Inc
|
19,297 | $2,700,808 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
17,895 | $2,587,795 | |
| 6 | RY |
Royal Bank Of Canada
|
3,541 | $732,880 | |
| 7 | UBS |
UBS Group AG
This page
|
10,019 | $496,541 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
17,512 | $348,313 |
All Filings in UBS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $496,541 | 10,019 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $349,012 | 8,933 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $391,134 | 8,446 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $350,673 | 8,553 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $258,486 | 7,643 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $227,366 | 7,423 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $217,758 | 7,182 | Shares | Sole | 2025-01-28 | |
| No filing history on record for this holder in this stock. | ||||||