Farther Finance Advisors, LLC

Position in UBS — UBS Group AG

CIK 1992825 SAN FRANCISCO, CA

Position in UBS

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,234,539

+$160,740 QoQ

Shares Held

24,910

-9.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#301

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

Farther Finance Advisors, LLC holds $123,910,129 across 19 Banks - Diversified names. UBS ranks #13 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	167,272	$54,753,143
2	BAC	Bank Of America Corp /De/	311,760	$17,764,084
3	WFC	Wells Fargo & Company/Mn	173,897	$14,370,848
4	C	Citigroup Inc	71,590	$10,019,736
5	BNY	Bank of New York Mellon Corp	48,877	$7,068,102
6	RY	Royal Bank Of Canada	15,278	$3,162,087
7	HSBC	Hsbc Holdings PLC	22,611	$2,150,079
8	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	81,112	$2,032,666

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,234,539	24,910	-9.4%	Shares	Sole	2026-07-17
2026-03-31	$1,073,799	27,484	-12.9%	Shares	Sole	2026-04-07
2025-12-31	$1,461,034	31,549	+97.3%	Shares	Sole	2026-01-23
2025-09-30	$655,672	15,992	+16.5%	Shares	Sole	2025-10-14
2025-06-30	$464,078	13,722	+417.2%	Shares	Sole	2025-07-11
2025-03-31	$81,261	2,653	+19.0%	Shares	Sole	2025-04-14
2024-12-31	$67,613	2,230	+27.6%	Shares	Sole	2025-02-10
2024-09-30	$54,030	1,748	+9.5%	Shares	Sole	2024-10-29
2024-06-30	$47,175	1,597	+43.1%	Shares	Sole	2024-07-31
2024-03-31	$34,283	1,116	+19.1%	Shares	Sole	2024-05-14
2023-12-31	$28,953	937	+56.4%	Shares	Sole	2024-02-15
2023-09-30	$14,765	599	+932.8%	Shares	Sole	2023-11-14
2023-06-30	$1,175	58	+3.6%	Shares	Sole	2023-09-12
2023-03-31	$1,195	56	0.0%	Shares	Sole	2023-09-12
2022-12-31	$1,045	56	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.