PUREfi Wealth, LLC

Position in UBS — UBS Group AG

CIK 2001520 BOSTON, MA

Position in UBS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$454,861

+$128,080 QoQ

Shares Held

9,178

+9.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#417

of 758 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PUREfi Wealth, LLC holds $2,801,988 across 3 Banks - Diversified names. UBS ranks #2 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	6,131	$2,006,860
2	UBS	UBS Group AG This page	9,178	$454,861
3	BNY	Bank of New York Mellon Corp	2,353	$340,267

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$454,861	9,178	+9.7%	Shares	Sole	2026-07-27
2026-03-31	$326,781	8,364	+20.5%	Shares	Sole	2026-04-28
2025-12-31	$321,391	6,940	—	Shares	Sole	2026-01-12
No filing history on record for this holder in this stock.