Position in UBS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$11,943
+$2,606 QoQ
Shares Held
241
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#662
of 758 holders
Holding Since
Sep 2025
4 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, 2026Retirement Wealth Solutions LLC holds $466,363 across 14 Banks - Diversified names. UBS ranks #13 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
312 | $102,126 | |
| 2 | BMO |
Bank Of Montreal /Can/
|
487 | $86,052 | |
| 3 | BAC |
Bank Of America Corp /De/
|
948 | $54,017 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
244 | $35,284 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
367 | $34,898 | |
| 6 | SAN |
Banco Santander, S.A.
|
1,836 | $25,336 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
1,109 | $22,058 | |
| 8 | C |
Citigroup Inc
|
147 | $20,574 |
All Filings in UBS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,943 | 241 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $9,337 | 239 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $10,882 | 235 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $10,004 | 244 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||