Position in UBS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$9,862
+$2,439 QoQ
Shares Held
199
+4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#673
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, 2026Physician Wealth Advisors, Inc. holds $2,660,734 across 19 Banks - Diversified names. UBS ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
10,941 | $904,164 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
2,573 | $842,220 | |
| 3 | BAC |
Bank Of America Corp /De/
|
8,364 | $476,580 | |
| 4 | C |
Citigroup Inc
|
1,032 | $144,438 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
2,093 | $52,450 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,878 | $37,353 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
346 | $32,901 | |
| 8 | TD |
Toronto Dominion Bank
|
238 | $28,900 |
All Filings in UBS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,862 | 199 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $7,423 | 190 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $7,548 | 163 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,002 | 122 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,126 | 122 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,776 | 58 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,758 | 58 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||