Position in UBS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,483
-$17,326 QoQ
Shares Held
151
-76.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#683
of 758 holders
Holding Since
Dec 2024
5 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, 2026Whipplewood Advisors, LLC holds $133,194 across 11 Banks - Diversified names. UBS ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BCS |
Barclays PLC
|
914 | $24,550 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
281 | $23,221 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
70 | $22,913 | |
| 4 | BAC |
Bank Of America Corp /De/
|
317 | $18,062 | |
| 5 | ING |
Ing Groep NV
|
495 | $15,533 | |
| 6 | UBS |
UBS Group AG
This page
|
151 | $7,483 | |
| 7 | SAN |
Banco Santander, S.A.
|
444 | $6,127 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
58 | $5,515 |
All Filings in UBS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,483 | 151 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $24,809 | 635 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $24,215 | 716 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $2,204 | 72 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $21,709 | 716 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||