Position in UBS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$946,397
+$296,663 QoQ
Shares Held
19,096
+14.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#334
of 758 holders
Holding Since
Sep 2024
8 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, 2026HB Wealth Management, LLC holds $164,433,158 across 18 Banks - Diversified names. UBS ranks #14 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
259,187 | $84,839,680 | |
| 2 | BAC |
Bank Of America Corp /De/
|
536,760 | $30,584,584 | |
| 3 | C |
Citigroup Inc
|
103,976 | $14,552,480 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
154,805 | $12,793,085 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
43,139 | $6,238,330 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
12,873 | $2,274,659 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
90,600 | $1,802,034 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
16,887 | $1,605,784 |
All Filings in UBS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $946,397 | 19,096 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $649,734 | 16,630 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $679,691 | 14,677 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $521,520 | 12,720 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $319,497 | 9,447 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $402,508 | 13,141 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $401,133 | 13,230 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $205,644 | 6,653 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||