Position in UBS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,288
New position
Shares Held
26
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#741
of 758 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Game Plan Financial Advisors, LLC holds $5,954,152 across 8 Banks - Diversified names. UBS ranks #5 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,575 | $5,752,824 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,405 | $194,016 | |
| 3 | C |
Citigroup Inc
|
15 | $2,099 | |
| 4 | SAN |
Banco Santander, S.A.
|
127 | $1,752 | |
| 5 | UBS |
UBS Group AG
This page
|
26 | $1,288 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
56 | $1,113 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
30 | $707 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
2 | $353 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,288 | 26 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||