Position in UBS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$296,170
+$53,390 QoQ
Shares Held
5,976
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#491
of 758 holders
Holding Since
Dec 2022
6 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Soltis Investment Advisors LLC holds $31,245,243 across 10 Banks - Diversified names. UBS ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
36,052 | $11,800,901 | |
| 2 | C |
Citigroup Inc
|
81,601 | $11,420,875 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
39,643 | $3,276,097 | |
| 4 | BAC |
Bank Of America Corp /De/
|
32,163 | $1,832,647 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
15,721 | $1,494,909 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,119 | $451,038 | |
| 7 | UBS |
UBS Group AG
This page
|
5,976 | $296,170 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
11,457 | $227,879 |
All Filings in UBS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,170 | 5,976 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $242,780 | 6,214 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $213,364 | 5,204 | Shares | Sole | 2025-11-12 | |
| 2023-06-30 | $269,388 | 13,290 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $278,956 | 13,072 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $292,204 | 15,651 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||