Position in UBS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$248,196
+$34,198 QoQ
Shares Held
5,008
+8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#525
of 758 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Tranquilli Financial Advisor LLC holds $4,828,262 across 7 Banks - Diversified names. UBS ranks #7 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,150 | $1,685,749 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
13,135 | $1,085,476 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
6,981 | $1,009,522 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
2,892 | $275,000 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
11,256 | $265,416 | |
| 6 | BCS |
Barclays PLC
|
9,639 | $258,903 | |
| 7 | UBS |
UBS Group AG
This page
|
5,008 | $248,196 |
All Filings in UBS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,196 | 5,008 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $213,998 | 4,621 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||