Position in UBS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$524,543
+$181,821 QoQ
Shares Held
10,584
+20.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#397
of 758 holders
Holding Since
Jun 2020
5 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, 2026Keebeck Wealth Management holds $11,213,240 across 13 Banks - Diversified names. UBS ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
36,753 | $3,037,267 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
9,065 | $2,967,246 | |
| 3 | BAC |
Bank Of America Corp /De/
|
19,204 | $1,094,243 | |
| 4 | C |
Citigroup Inc
|
6,096 | $853,196 | |
| 5 | UBS |
UBS Group AG
This page
|
10,584 | $524,543 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
5,487 | $521,758 | |
| 7 | SAN |
Banco Santander, S.A.
|
30,465 | $420,417 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
17,399 | $346,066 |
All Filings in UBS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,543 | 10,584 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $342,722 | 8,772 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $288,603 | 6,232 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $236,816 | 5,776 | Shares | Other | 2025-11-14 | |
| 2020-06-30 | $57,700 | 5,000 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||