Position in UBS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$283,483
New position
Shares Held
5,720
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#498
of 757 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, 2026Focus Financial Network, Inc. holds $19,072,214 across 6 Banks - Diversified names. UBS ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
33,578 | $10,991,086 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
47,945 | $3,962,174 | |
| 3 | BAC |
Bank Of America Corp /De/
|
50,592 | $2,882,732 | |
| 4 | C |
Citigroup Inc
|
4,502 | $630,099 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
3,393 | $322,640 | |
| 6 | UBS |
UBS Group AG
This page
|
5,720 | $283,483 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,483 | 5,720 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||