Position in UBS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$396
New position
Shares Held
8
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#751
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, 2026Decker Retirement Planning Inc. holds $100,659 across 11 Banks - Diversified names. UBS ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
184 | $60,228 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
128 | $10,577 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
72 | $10,411 | |
| 4 | BAC |
Bank Of America Corp /De/
|
137 | $7,806 | |
| 5 | RY |
Royal Bank Of Canada
|
21 | $4,346 | |
| 6 | BCS |
Barclays PLC
|
139 | $3,733 | |
| 7 | SAN |
Banco Santander, S.A.
|
93 | $1,283 | |
| 8 | C |
Citigroup Inc
|
7 | $979 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396 | 8 | Shares | Sole | 2026-07-16 | |
| No filing history on record for this holder in this stock. | ||||||