Position in UBS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$272,747
+$271,152 QoQ
Shares Held
6,981
+12827.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Brown Financial Advisors holds $7,204,522 across 12 Banks - Diversified names. UBS ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,976 | $2,640,380 | |
| 2 | BAC |
Bank Of America Corp /De/
|
31,328 | $1,527,240 | |
| 3 | C |
Citigroup Inc
|
4,582 | $519,644 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
5,185 | $412,777 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
3,014 | $285,576 | |
| 6 | UBS |
UBS Group AG
This page
|
6,981 | $272,747 | |
| 7 | RY |
Royal Bank Of Canada
|
1,680 | $271,790 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
3,283 | $270,814 |
All Filings in UBS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $272,747 | 6,981 | Shares | Sole | 2026-05-15 | |
| 2024-06-30 | $1,595 | 54 | Shares | Sole | 2024-08-30 | |
| No filing history on record for this holder in this stock. | ||||||