Position in UBS
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$25,771
+$6,354 QoQ
Shares Held
520
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#631
of 758 holders
Holding Since
Jun 2024
9 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, 2026CoreCap Advisors, LLC holds $18,101,301 across 18 Banks - Diversified names. UBS ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
32,313 | $10,577,014 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
23,806 | $3,442,585 | |
| 3 | BAC |
Bank Of America Corp /De/
|
33,522 | $1,910,083 | |
| 4 | C |
Citigroup Inc
|
6,154 | $861,313 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
8,935 | $738,388 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
1,985 | $188,753 | |
| 7 | RY |
Royal Bank Of Canada
|
727 | $150,467 | |
| 8 | ING |
Ing Groep NV
|
3,471 | $108,919 |
All Filings in UBS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,771 | 520 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $19,417 | 497 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $23,016 | 497 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $20,377 | 497 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $16,808 | 497 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,953 | 227 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,941 | 130 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,267 | 41 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,211 | 41 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||