Position in UBS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$41,432
-$36,708 QoQ
Shares Held
836
-58.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#616
of 758 holders
Holding Since
Jun 2023
13 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, 2026Activest Wealth Management holds $1,637,903 across 8 Banks - Diversified names. UBS ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,732 | $894,265 | |
| 2 | C |
Citigroup Inc
|
1,209 | $169,211 | |
| 3 | SAN |
Banco Santander, S.A.
|
12,202 | $168,387 | |
| 4 | BAC |
Bank Of America Corp /De/
|
2,560 | $145,868 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,577 | $130,323 | |
| 6 | BCS |
Barclays PLC
|
2,495 | $67,015 | |
| 7 | UBS |
UBS Group AG
This page
|
836 | $41,432 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
148 | $21,402 |
All Filings in UBS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,432 | 836 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $78,140 | 2,000 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $92,620 | 2,000 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $82,000 | 2,000 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $67,640 | 2,000 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $61,260 | 2,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $60,640 | 2,000 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $56,163 | 1,817 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $53,674 | 1,817 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $55,818 | 1,817 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,429 | 111 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $2,736 | 111 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,452 | 121 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||