Position in UBS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$300,284
New position
Shares Held
6,059
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#483
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, 2026Savvy Advisors, Inc. holds $43,816,834 across 16 Banks - Diversified names. UBS ranks #15 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
68,127 | $22,300,010 | |
| 2 | BAC |
Bank Of America Corp /De/
|
115,321 | $6,570,990 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
50,524 | $4,175,303 | |
| 4 | C |
Citigroup Inc
|
23,720 | $3,319,851 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
9,136 | $1,321,156 | |
| 6 | RY |
Royal Bank Of Canada
|
6,136 | $1,269,967 | |
| 7 | BNS |
Bank Of Nova Scotia
|
12,379 | $1,074,992 | |
| 8 | ING |
Ing Groep NV
|
19,768 | $620,319 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,284 | 6,059 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||