Position in UBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$51,195
+$46,564 QoQ
Shares Held
1,033
+933.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#607
of 758 holders
Holding Since
Dec 2023
7 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, 2026Rakuten Securities, Inc. holds $320,229 across 8 Banks - Diversified names. UBS ranks #2 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
660 | $216,037 | |
| 2 | UBS |
UBS Group AG
This page
|
1,033 | $51,195 | |
| 3 | BAC |
Bank Of America Corp /De/
|
323 | $18,404 | |
| 4 | C |
Citigroup Inc
|
123 | $17,215 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
119 | $9,834 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
40 | $5,784 | |
| 7 | BCS |
Barclays PLC
|
62 | $1,665 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
1 | $95 |
All Filings in UBS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,195 | 1,033 | Shares | Defined | 2026-08-12 | |
| 2025-12-31 | $4,631 | 100 | Shares | Defined | 2026-01-29 | |
| 2025-03-31 | $44,903 | 1,466 | Shares | Defined | 2025-04-18 | |
| 2024-12-31 | $30,471 | 1,005 | Shares | Defined | 2025-02-10 | |
| 2024-06-30 | $31,312 | 1,060 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $30,720 | 1,000 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $3,090 | 100 | Shares | Defined | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||