Position in UBS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,716,114
+$387,774 QoQ
Shares Held
34,627
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#274
of 758 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Snowden Capital Advisors LLC holds $74,595,741 across 13 Banks - Diversified names. UBS ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
171,403 | $56,105,343 | |
| 2 | BAC |
Bank Of America Corp /De/
|
113,442 | $6,463,925 | |
| 3 | C |
Citigroup Inc
|
29,515 | $4,130,919 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
33,871 | $2,799,099 | |
| 5 | UBS |
UBS Group AG
This page
|
34,627 | $1,716,114 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
7,422 | $1,073,295 | |
| 7 | BNS |
Bank Of Nova Scotia
|
6,470 | $561,854 | |
| 8 | SAN |
Banco Santander, S.A.
|
27,981 | $386,137 |
All Filings in UBS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,716,114 | 34,627 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,328,340 | 33,999 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,627,426 | 35,142 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,429,178 | 34,858 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,194,488 | 35,319 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,115,360 | 36,414 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,134,089 | 37,404 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,166,728 | 37,746 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,157,613 | 39,188 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,235,619 | 40,222 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,331,882 | 43,103 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $243,418 | 9,875 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $295,942 | 14,600 | Shares | Sole | 2023-08-14 | |
| 2021-12-31 | $5,914 | 331 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||