Position in UBS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$394,398
+$13,661 QoQ
Shares Held
7,958
-18.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#445
of 758 holders
Holding Since
Mar 2026
2 quarters on record
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026TRAPHAGEN INVESTMENT ADVISORS LLC holds $7,398,867 across 6 Banks - Diversified names. UBS ranks #6 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
13,459 | $4,405,534 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
5,864 | $847,993 | |
| 3 | BAC |
Bank Of America Corp /De/
|
13,703 | $780,796 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
6,264 | $517,656 | |
| 5 | C |
Citigroup Inc
|
3,233 | $452,490 | |
| 6 | UBS |
UBS Group AG
This page
|
7,958 | $394,398 |
All Filings in UBS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,398 | 7,958 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $380,737 | 9,745 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||