Position in UBS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$20,468
+$3,707 QoQ
Shares Held
413
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#640
of 758 holders
Holding Since
Dec 2025
3 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, 2026Acumen Wealth Advisors, LLC holds $10,415,906 across 13 Banks - Diversified names. UBS ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
14,821 | $4,851,357 | |
| 2 | C |
Citigroup Inc
|
20,629 | $2,887,234 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
30,070 | $2,484,984 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,013 | $57,720 | |
| 5 | SAN |
Banco Santander, S.A.
|
2,348 | $32,402 | |
| 6 | UBS |
UBS Group AG
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|
413 | $20,468 | |
| 7 | BCS |
Barclays PLC
|
667 | $17,915 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
616 | $14,525 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,468 | 413 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $16,761 | 429 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $21,858 | 472 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||