Kestra Advisory Services, LLC

Position in UBS — UBS Group AG

CIK 1830819 AUSTIN, TX

Position in UBS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$426,810

+$118,822 QoQ

Shares Held

8,612

+9.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#432

of 758 holders

Holding Since

Jun 2022

15 quarters on record

Financial Services · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $345,177,602 across 19 Banks - Diversified names. UBS ranks #13 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	688,749	$225,448,210
2	WFC	Wells Fargo & Company/Mn	556,012	$45,948,831
3	BAC	Bank Of America Corp /De/	544,630	$31,033,017
4	C	Citigroup Inc	152,011	$21,275,459
5	RY	Royal Bank Of Canada	23,858	$4,937,890
6	BNY	Bank of New York Mellon Corp	25,071	$3,625,517
7	BMO	Bank Of Montreal /Can/	19,637	$3,469,857
8	TD	Toronto Dominion Bank	24,639	$2,991,913

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$426,810	8,612	+9.2%	Shares	Sole	2026-07-28
2026-03-31	$307,988	7,883	-32.9%	Shares	Sole	2026-04-30
2025-12-31	$544,420	11,756	-90.8%	Shares	Sole	2026-02-13
2025-09-30	$5,239,718	127,798	-1.1%	Shares	Sole	2025-11-14
2025-06-30	$4,372,249	129,280	-11.1%	Shares	Sole	2025-08-15
2025-03-31	$4,452,989	145,380	+0.3%	Shares	Sole	2025-05-14
2024-12-31	$4,396,218	144,994	+2.6%	Shares	Sole	2025-02-10
2024-09-30	$4,368,912	141,343	-4.0%	Shares	Sole	2024-11-13
2024-06-30	$4,351,182	147,298	+3.0%	Shares	Sole	2024-08-14
2024-03-31	$4,392,652	142,990	+6.5%	Shares	Sole	2024-05-15
2023-12-31	$4,149,437	134,286	+2.3%	Shares	Sole	2024-02-14
2023-09-30	$3,234,326	131,210	+475.2%	Shares	Sole	2023-11-13
2023-06-30	$462,378	22,811	-30.5%	Shares	Sole	2023-08-11
2022-12-31	$612,357	32,799	+66.0%	Shares	Sole	2023-01-31
2022-06-30	$320,539	19,762	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.