Position in UBS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$53,376
+$15,752 QoQ
Shares Held
1,077
+11.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#604
of 758 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $6,394,697 across 18 Banks - Diversified names. UBS ranks #10 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
10,354 | $3,389,174 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,309 | $1,157,206 | |
| 3 | TD |
Toronto Dominion Bank
|
6,609 | $802,530 | |
| 4 | C |
Citigroup Inc
|
1,286 | $179,988 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,084 | $156,757 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
1,706 | $140,983 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
1,197 | $137,655 | |
| 8 | RY |
Royal Bank Of Canada
|
664 | $137,428 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,376 | 1,077 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $37,624 | 963 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $41,817 | 903 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||