Position in UBS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,883
+$399 QoQ
Shares Held
38
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#730
of 758 holders
Holding Since
Jun 2025
5 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, 2026ARMSTRONG ADVISORY GROUP, INC holds $3,520,599 across 9 Banks - Diversified names. UBS ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
28,350 | $1,615,383 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
4,650 | $1,522,084 | |
| 3 | C |
Citigroup Inc
|
1,269 | $177,609 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,966 | $162,470 | |
| 5 | BNS |
Bank Of Nova Scotia
|
400 | $34,736 | |
| 6 | BCS |
Barclays PLC
|
104 | $2,793 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
120 | $2,386 | |
| 8 | UBS |
UBS Group AG
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|
38 | $1,883 |
All Filings in UBS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,883 | 38 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,484 | 38 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,759 | 38 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,558 | 38 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,285 | 38 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||