Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,225
+$10,460 QoQ
Shares Held
509
+4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#633
of 757 holders
Holding Since
Jun 2023
6 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, 2026Coppell Advisory Solutions LLC holds $2,348,998 across 7 Banks - Diversified names. UBS ranks #2 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
44,859 | $2,292,862 | |
| 2 | UBS |
UBS Group AG
This page
|
509 | $25,225 | |
| 3 | BAC |
Bank Of America Corp /De/
|
18,027 | $17,857 | |
| 4 | ING |
Ing Groep NV
|
213 | $6,683 | |
| 5 | JPM |
Jpmorgan Chase & Co
|
14,953 | $2,935 | |
| 6 | BCS |
Barclays PLC
|
88 | $2,363 | |
| 7 | C |
Citigroup Inc
|
10,291 | $1,073 |
All Filings in UBS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,225 | 509 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $14,765 | 487 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,376 | 271 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,005 | 271 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $8,373 | 271 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $5,493 | 271 | Shares | Sole | 2023-08-17 | |
| No filing history on record for this holder in this stock. | ||||||