Position in UBS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$371,700
+$78,675 QoQ
Shares Held
7,500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#449
of 757 holders
Holding Since
Dec 2023
11 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, 2026Traveka Wealth, LLC holds $7,817,034 across 13 Banks - Diversified names. UBS ranks #8 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
6,662 | $2,180,672 | |
| 2 | HSBC |
Hsbc Holdings PLC
|
10,132 | $963,451 | |
| 3 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
37,939 | $754,606 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
26,630 | $627,935 | |
| 5 | BAC |
Bank Of America Corp /De/
|
8,652 | $492,990 | |
| 6 | SAN |
Banco Santander, S.A.
|
35,204 | $485,815 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
5,650 | $466,916 | |
| 8 | UBS |
UBS Group AG
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|
7,500 | $371,700 |
All Filings in UBS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $371,700 | 7,500 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $293,025 | 7,500 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $350,937 | 7,578 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $278,841 | 6,801 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $228,657 | 6,761 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $263,111 | 8,590 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $238,133 | 7,854 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $240,541 | 7,782 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $220,545 | 7,466 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $215,992 | 7,031 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $206,906 | 6,696 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||