Position in UBS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$19,328
+$10,499 QoQ
Shares Held
390
+72.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#643
of 758 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $2,011,705 across 19 Banks - Diversified names. UBS ranks #14 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,246 | $735,183 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
2,413 | $348,943 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
3,204 | $264,778 | |
| 4 | C |
Citigroup Inc
|
1,479 | $207,000 | |
| 5 | BAC |
Bank Of America Corp /De/
|
2,139 | $121,880 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
405 | $38,511 | |
| 7 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
615 | $36,592 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
311 | $35,765 |
All Filings in UBS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,328 | 390 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,829 | 226 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $18,107 | 391 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $6,314 | 154 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $6,324 | 187 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,727 | 187 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $5,669 | 187 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $5,780 | 187 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,523 | 187 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,744 | 187 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,809 | 188 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,250 | 213 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,878 | 142 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,100 | 239 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,337 | 393 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,876 | 405 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $6,325 | 390 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $2,626 | 147 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,880 | 118 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||