Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$265,294
+$58,927 QoQ
Shares Held
5,353
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#513
of 757 holders
Holding Since
Dec 2020
23 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, 2026Glen Eagle Advisors, LLC holds $8,139,471 across 11 Banks - Diversified names. UBS ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,485 | $6,378,025 | |
| 2 | C |
Citigroup Inc
|
5,334 | $746,546 | |
| 3 | BAC |
Bank Of America Corp /De/
|
5,397 | $307,521 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
1,914 | $276,783 | |
| 5 | UBS |
UBS Group AG
This page
|
5,353 | $265,294 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
1,514 | $125,116 | |
| 7 | ING |
Ing Groep NV
|
455 | $14,277 | |
| 8 | RY |
Royal Bank Of Canada
|
60 | $12,418 |
All Filings in UBS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,294 | 5,353 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $206,367 | 5,282 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $244,609 | 5,282 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $219,022 | 5,342 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $180,666 | 5,342 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $174,254 | 5,689 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $181,010 | 5,970 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $184,532 | 5,970 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $176,353 | 5,970 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $176,947 | 5,760 | Shares | Sole | 2024-07-03 | |
| 2023-12-31 | $177,984 | 5,760 | Shares | Sole | 2024-08-13 | |
| 2023-09-30 | $144,917 | 5,879 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $156,322 | 7,712 | Shares | Sole | 2024-08-13 | |
| 2023-03-31 | $3,819 | 179 | Shares | Sole | 2024-08-13 | |
| 2022-12-31 | $5,003 | 268 | Shares | Sole | 2024-08-13 | |
| 2022-09-30 | $2,597 | 179 | Shares | Sole | 2024-08-13 | |
| 2022-06-30 | $2,903 | 179 | Shares | Sole | 2024-08-13 | |
| 2022-03-31 | $3,497 | 179 | Shares | Sole | 2024-08-13 | |
| 2021-12-31 | $3,198 | 179 | Shares | Sole | 2024-08-13 | |
| 2021-09-30 | $2,853 | 179 | Shares | Sole | 2024-08-13 | |
| 2021-06-30 | $2,745 | 179 | Shares | Sole | 2024-08-13 | |
| 2021-03-31 | $2,779 | 179 | Shares | Sole | 2024-08-13 | |
| 2020-12-31 | $2,529 | 179 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||