Position in UBS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$34,692
+$2,275 QoQ
Shares Held
700
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#624
of 758 holders
Holding Since
Sep 2025
3 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 Jun 30, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $2,965,866 across 7 Banks - Diversified names. UBS ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,420 | $1,446,798 | |
| 2 | BAC |
Bank Of America Corp /De/
|
19,326 | $1,101,195 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
3,056 | $252,547 | |
| 4 | C |
Citigroup Inc
|
619 | $86,635 | |
| 5 | UBS |
UBS Group AG
This page
|
700 | $34,692 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
275 | $26,149 | |
| 7 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
300 | $17,850 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,692 | 700 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $32,417 | 700 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $28,700 | 700 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||