Position in UBS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$279,617
+$61,060 QoQ
Shares Held
5,642
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#506
of 758 holders
Holding Since
Jun 2024
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, 2026Ashton Thomas Private Wealth, LLC holds $94,360,587 across 14 Banks - Diversified names. UBS ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
104,989 | $34,366,049 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
256,277 | $21,178,731 | |
| 3 | C |
Citigroup Inc
|
107,345 | $15,024,006 | |
| 4 | BAC |
Bank Of America Corp /De/
|
245,574 | $13,992,806 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
30,365 | $4,391,082 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
48,076 | $1,204,784 | |
| 7 | SAN |
Banco Santander, S.A.
|
74,760 | $1,031,688 | |
| 8 | ING |
Ing Groep NV
|
20,190 | $633,562 |
All Filings in UBS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,617 | 5,642 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $218,557 | 5,594 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $262,485 | 5,668 | Shares | Sole | 2026-01-29 | |
| 2024-06-30 | $50,395 | 1,706 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||