Position in UBS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$3,221
+$3,219 QoQ
Shares Held
65
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#714
of 758 holders
Holding Since
Mar 2023
14 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, 2026Avion Wealth holds $1,183,817 across 8 Banks - Diversified names. UBS ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
4,797 | $396,424 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
1,010 | $330,603 | |
| 3 | C |
Citigroup Inc
|
1,894 | $265,084 | |
| 4 | BAC |
Bank Of America Corp /De/
|
2,516 | $143,361 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
268 | $38,755 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
169 | $3,361 | |
| 7 | UBS |
UBS Group AG
This page
|
65 | $3,221 | |
| 8 | BCS |
Barclays PLC
|
112 | $3,008 |
All Filings in UBS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,221 | 65 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2 | 65 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,010 | 65 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2 | 65 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,198 | 65 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1 | 65 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1 | 65 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,009 | 65 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1 | 65 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,996 | 65 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,008 | 65 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1 | 65 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $1 | 65 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1 | 65 | Shares | Sole | 2023-05-05 | |
| No filing history on record for this holder in this stock. | ||||||