Position in UBS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,180,420
+$244,850 QoQ
Shares Held
23,818
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#307
of 758 holders
Holding Since
Sep 2025
4 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, 2026GC Wealth Management RIA, LLC holds $34,828,989 across 12 Banks - Diversified names. UBS ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
39,243 | $12,845,411 | |
| 2 | BAC |
Bank Of America Corp /De/
|
115,603 | $6,587,058 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
54,405 | $4,496,029 | |
| 4 | BCS |
Barclays PLC
|
114,599 | $3,078,129 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
93,174 | $1,853,230 | |
| 6 | UBS |
UBS Group AG
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|
23,818 | $1,180,420 | |
| 7 | C |
Citigroup Inc
|
8,255 | $1,155,369 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
7,469 | $1,080,092 |
All Filings in UBS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,180,420 | 23,818 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $935,570 | 23,946 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $422,207 | 9,117 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $311,846 | 7,606 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||