Position in UBS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$305,487
-$5,480 QoQ
Shares Held
6,164
-41.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#479
of 758 holders
Holding Since
Mar 2024
3 quarters on record
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Simplicity Wealth,LLC holds $42,631,279 across 10 Banks - Diversified names. UBS ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,181 | $16,098,416 | |
| 2 | C |
Citigroup Inc
|
86,109 | $12,051,815 | |
| 3 | BAC |
Bank Of America Corp /De/
|
104,730 | $5,967,515 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
64,138 | $5,300,364 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
7,263 | $1,050,302 | |
| 6 | RY |
Royal Bank Of Canada
|
3,497 | $723,774 | |
| 7 | TD |
Toronto Dominion Bank
|
4,124 | $500,777 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
3,953 | $375,890 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,487 | 6,164 | Shares | Sole | 2026-08-06 | |
| 2024-06-30 | $310,967 | 10,527 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $360,468 | 11,734 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||