Position in UBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2
-$2,029 QoQ
Shares Held
52
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#757
of 758 holders
Holding Since
Dec 2025
3 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, 2026Coston, McIsaac & Partners holds $496,484 across 7 Banks - Diversified names. UBS ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,001 | $327,657 | |
| 2 | C |
Citigroup Inc
|
444 | $62,142 | |
| 3 | BNS |
Bank Of Nova Scotia
|
501 | $43,506 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
263 | $21,734 | |
| 5 | TD |
Toronto Dominion Bank
|
178 | $21,614 | |
| 6 | BAC |
Bank Of America Corp /De/
|
348 | $19,829 | |
| 7 | UBS |
UBS Group AG
This page
|
52 | $2 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2 | 52 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,031 | 52 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2 | 52 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||