Position in UBS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$281,896
-$135,215 QoQ
Shares Held
5,688
-46.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#504
of 761 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Arkadios Wealth Advisors holds $129,753,165 across 14 Banks - Diversified names. UBS ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
208,806 | $68,348,467 | |
| 2 | BAC |
Bank Of America Corp /De/
|
285,711 | $16,279,812 | |
| 3 | C |
Citigroup Inc
|
111,130 | $15,553,754 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
84,181 | $12,173,414 | |
| 5 | RY |
Royal Bank Of Canada
|
35,130 | $7,270,855 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
63,029 | $5,208,715 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
24,745 | $2,353,001 | |
| 8 | BNS |
Bank Of Nova Scotia
|
5,957 | $517,305 |
All Filings in UBS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,896 | 5,688 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $417,111 | 10,676 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $456,893 | 9,866 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $404,957 | 9,877 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $323,859 | 9,576 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $304,338 | 9,936 | Shares | Sole | 2025-05-08 | |
| 2021-09-30 | $7,412 | 465 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $7,133 | 465 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $4,705 | 303 | Shares | Sole | 2021-04-26 | |
| 2020-03-31 | $203 | 22 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||