Position in UBS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$898,126
-$561,880 QoQ
Shares Held
18,122
-51.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#337
of 757 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, 2026Abacus Wealth Partners, LLC holds $9,780,707 across 13 Banks - Diversified names. UBS ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,356 | $1,753,179 | |
| 2 | BMO |
Bank Of Montreal /Can/
|
8,621 | $1,523,330 | |
| 3 | ING |
Ing Groep NV
|
38,952 | $1,222,313 | |
| 4 | UBS |
UBS Group AG
This page
|
18,122 | $898,126 | |
| 5 | BNS |
Bank Of Nova Scotia
|
7,816 | $678,741 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
4,516 | $653,058 | |
| 7 | BAC |
Bank Of America Corp /De/
|
10,943 | $623,532 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
6,316 | $600,588 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $898,126 | 18,122 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,460,006 | 37,369 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,062,462 | 44,536 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||