Position in UBS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$10,506
New position
Shares Held
212
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#669
of 758 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Nova Wealth Management, Inc. holds $1,211,520 across 11 Banks - Diversified names. UBS ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,237 | $1,059,567 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
525 | $43,386 | |
| 3 | C |
Citigroup Inc
|
223 | $31,211 | |
| 4 | BAC |
Bank Of America Corp /De/
|
540 | $30,769 | |
| 5 | UBS |
UBS Group AG
This page
|
212 | $10,506 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
55 | $7,953 | |
| 7 | ING |
Ing Groep NV
|
252 | $7,907 | |
| 8 | BCS |
Barclays PLC
|
253 | $6,795 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,506 | 212 | Shares | Sole | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||