Position in UBS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,964,728
+$628,342 QoQ
Shares Held
59,821
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.91%
of 13F equity value
Holder Rank
#237
of 758 holders
Holding Since
Dec 2024
7 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, 2026Orca Wealth Management, LLC holds $10,342,005 across 4 Banks - Diversified names. UBS ranks #2 (28.7% of the industry book) .
All Filings in UBS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,964,728 | 59,821 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,336,386 | 59,800 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,784,990 | 60,138 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,459,098 | 59,978 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,066,841 | 61,113 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,837,156 | 59,979 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,825,506 | 60,208 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||