Position in UBS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$17,791
+$9,782 QoQ
Shares Held
359
+75.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#647
of 758 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Bare Financial Services, Inc holds $653,835 across 17 Banks - Diversified names. UBS ranks #15 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
494 | $161,699 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,380 | $78,631 | |
| 3 | RY |
Royal Bank Of Canada
|
290 | $60,020 | |
| 4 | C |
Citigroup Inc
|
323 | $45,206 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
475 | $45,167 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,561 | $31,047 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
163 | $28,801 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
331 | $27,353 |
All Filings in UBS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,791 | 359 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,009 | 205 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,890 | 84 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,362 | 82 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,671 | 79 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $612 | 20 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||