Position in UBS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,311
New position
Shares Held
87
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#703
of 758 holders
Holding Since
Jun 2026
1 quarter on record
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $6,057,836 across 11 Banks - Diversified names. UBS ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,356 | $3,062,499 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
29,767 | $2,459,944 | |
| 3 | BAC |
Bank Of America Corp /De/
|
3,717 | $211,794 | |
| 4 | BMO |
Bank Of Montreal /Can/
|
858 | $151,608 | |
| 5 | C |
Citigroup Inc
|
875 | $122,465 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
220 | $31,814 | |
| 7 | BCS |
Barclays PLC
|
182 | $4,888 | |
| 8 | UBS |
UBS Group AG
This page
|
87 | $4,311 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,311 | 87 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||