Position in UBS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$229,809
New position
Shares Held
4,637
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#546
of 758 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PFG Investments, LLC holds $40,451,871 across 10 Banks - Diversified names. UBS ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
72,804 | $23,830,933 | |
| 2 | BAC |
Bank Of America Corp /De/
|
143,817 | $8,194,692 | |
| 3 | C |
Citigroup Inc
|
33,084 | $4,630,436 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
19,094 | $1,577,928 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
6,222 | $899,763 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
1,707 | $301,626 | |
| 7 | TD |
Toronto Dominion Bank
|
2,333 | $283,296 | |
| 8 | RY |
Royal Bank Of Canada
|
1,336 | $276,511 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,809 | 4,637 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||