Greykasell Wealth Strategies, Inc.

Position in UBS — UBS Group AG

CIK 2041220 DANVILLE, CA

Position in UBS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$299,540

+$63,401 QoQ

Shares Held

6,044

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#487

of 758 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Greykasell Wealth Strategies, Inc. holds $4,763,729 across 6 Banks - Diversified names. UBS ranks #4 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,577	$2,807,509
2	C	Citigroup Inc	6,127	$857,534
3	BAC	Bank Of America Corp /De/	7,507	$427,748
4	UBS	UBS Group AG This page	6,044	$299,540
5	BMO	Bank Of Montreal /Can/	1,521	$268,760
6	WFC	Wells Fargo & Company/Mn	1,242	$102,638

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$299,540	6,044	0.0%	Shares	Sole	2026-08-11
2026-03-31	$236,139	6,044	0.0%	Shares	Sole	2026-05-07
2025-12-31	$279,897	6,044	0.0%	Shares	Sole	2026-02-11
2025-09-30	$247,804	6,044	0.0%	Shares	Sole	2025-11-04
2025-06-30	$204,408	6,044	0.0%	Shares	Sole	2025-08-11
2025-03-31	$185,127	6,044	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.