Position in UBS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$300,035
New position
Shares Held
6,054
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#485
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, 2026Portside Wealth Group, LLC holds $19,425,813 across 10 Banks - Diversified names. UBS ranks #10 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,442 | $6,036,619 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
49,762 | $4,112,331 | |
| 3 | BAC |
Bank Of America Corp /De/
|
61,540 | $3,506,548 | |
| 4 | C |
Citigroup Inc
|
13,883 | $1,943,064 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
57,447 | $1,142,620 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
7,576 | $720,401 | |
| 7 | SAN |
Banco Santander, S.A.
|
47,727 | $658,632 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
21,843 | $547,385 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,035 | 6,054 | Shares | Other | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||