Position in UBS
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$48,329
+$15,254 QoQ
Shares Held
1,237
+26.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 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, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $2,490,196 across 7 Banks - Diversified names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,664 | $872,007 | |
| 2 | BAC |
Bank Of America Corp /De/
|
7,166 | $408,318 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
3,936 | $325,271 | |
| 4 | C |
Citigroup Inc
|
1,950 | $272,922 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
10,637 | $211,569 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,171 | $206,440 | |
| 7 | SAN |
Banco Santander, S.A.
|
14,034 | $193,669 |
All Filings in UBS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,329 | 1,237 | Shares | Sole | 2026-05-08 | |
| 2025-06-30 | $33,075 | 978 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||