Position in UBS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$23,392
-$455,996 QoQ
Shares Held
472
-96.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#638
of 758 holders
Holding Since
Jun 2021
21 quarters on record
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $35,097,584 across 15 Banks - Diversified names. UBS ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
72,887 | $23,858,101 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
33,241 | $4,806,980 | |
| 3 | BAC |
Bank Of America Corp /De/
|
43,312 | $2,467,917 | |
| 4 | C |
Citigroup Inc
|
16,007 | $2,240,339 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
10,747 | $888,132 | |
| 6 | TD |
Toronto Dominion Bank
|
2,511 | $304,910 | |
| 7 | RY |
Royal Bank Of Canada
|
1,173 | $242,775 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
855 | $81,301 |
All Filings in UBS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,392 | 472 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $479,388 | 12,270 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $568,547 | 12,277 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $505,899 | 12,339 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $453,999 | 13,424 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $410,472 | 13,401 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $399,951 | 13,191 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $419,572 | 13,574 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $413,471 | 13,997 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $552,560 | 17,987 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $710,298 | 22,987 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $583,366 | 23,666 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $483,074 | 23,832 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $458,383 | 21,480 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $474,218 | 25,400 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $300,690 | 20,723 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $353,514 | 21,795 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $421,008 | 21,546 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $435,456 | 24,368 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $343,443 | 21,546 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $324,763 | 21,171 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||