Position in UBS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$800,096
+$212,484 QoQ
Shares Held
16,144
+7.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#348
of 758 holders
Holding Since
Dec 2024
7 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $53,137,294 across 18 Banks - Diversified names. UBS ranks #12 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
75,894 | $24,842,383 | |
| 2 | BAC |
Bank Of America Corp /De/
|
115,526 | $6,582,671 | |
| 3 | C |
Citigroup Inc
|
31,790 | $4,449,328 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
47,649 | $3,937,713 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
24,089 | $2,290,623 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
10,818 | $1,564,390 | |
| 7 | RY |
Royal Bank Of Canada
|
6,829 | $1,413,398 | |
| 8 | SAN |
Banco Santander, S.A.
|
87,234 | $1,203,829 |
All Filings in UBS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $800,096 | 16,144 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $587,612 | 15,040 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $736,004 | 15,893 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $520,905 | 12,705 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $419,029 | 12,390 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $519,301 | 16,954 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $482,815 | 15,924 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||