Position in UBS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,839
+$1,448 QoQ
Shares Held
138
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#686
of 758 holders
Holding Since
Dec 2022
13 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, 2026CVA Family Office, LLC holds $8,823,661 across 17 Banks - Diversified names. UBS ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
13,920 | $4,556,433 | |
| 2 | C |
Citigroup Inc
|
8,102 | $1,133,955 | |
| 3 | BAC |
Bank Of America Corp /De/
|
13,418 | $764,557 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
7,425 | $613,602 | |
| 5 | RY |
Royal Bank Of Canada
|
2,423 | $501,488 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
2,512 | $443,870 | |
| 7 | TD |
Toronto Dominion Bank
|
3,617 | $439,212 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
2,130 | $308,019 |
All Filings in UBS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,839 | 138 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,391 | 138 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,390 | 138 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $5,658 | 138 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,667 | 138 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $4,226 | 138 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $4,184 | 138 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $4,265 | 138 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $4,076 | 138 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $4,239 | 138 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $4,264 | 138 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $1,033 | 51 | Shares | Sole | 2023-07-10 | |
| 2022-12-31 | $224,040 | 12,000 | Shares | Sole | 2023-02-22 | |
| No filing history on record for this holder in this stock. | ||||||