Massachusetts Wealth Management

Position in UBS — UBS Group AG

CIK 1966011 NORTH ANDOVER, MA

Position in UBS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,044,724

+$221,129 QoQ

Shares Held

21,080

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#326

of 758 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Massachusetts Wealth Management holds $22,242,592 across 6 Banks - Diversified names. UBS ranks #5 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	51,265	$7,175,049
2	JPM	Jpmorgan Chase & Co	20,405	$6,679,168
3	BAC	Bank Of America Corp /De/	75,790	$4,318,514
4	WFC	Wells Fargo & Company/Mn	33,065	$2,732,491
5	UBS	UBS Group AG This page	21,080	$1,044,724
6	TD	Toronto Dominion Bank	2,410	$292,646

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,044,724	21,080	0.0%	Shares	Sole	2026-08-03
2026-03-31	$823,595	21,080	0.0%	Shares	Sole	2026-04-15
2025-12-31	$976,214	21,080	0.0%	Shares	Sole	2026-01-26
2025-09-30	$864,280	21,080	0.0%	Shares	Sole	2025-10-21
2025-06-30	$712,925	21,080	0.0%	Shares	Sole	2025-07-23
2025-03-31	$645,680	21,080	0.0%	Shares	Sole	2025-04-17
2024-12-31	$639,145	21,080	-8.7%	Shares	Sole	2025-01-27
2024-09-30	$713,402	23,080	-54.4%	Shares	Sole	2024-10-23
2024-06-30	$1,493,631	50,563	-1.9%	Shares	Sole	2024-08-01
2024-03-31	$1,584,015	51,563	-3.3%	Shares	Sole	2024-04-19
2023-12-31	$1,647,866	53,329	-3.8%	Shares	Sole	2024-01-25
2023-09-30	$1,366,029	55,417	-1.3%	Shares	Sole	2023-10-25
2023-06-30	$1,137,937	56,139	+1.4%	Shares	Sole	2023-08-03
2023-03-31	$1,181,169	55,350	-4.5%	Shares	Sole	2023-04-27
2022-12-31	$1,081,926	57,950	—	Shares	Sole	2023-02-17
No filing history on record for this holder in this stock.