Position in UBS
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$2,031
+$430 QoQ
Shares Held
41
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#726
of 758 holders
Holding Since
Mar 2026
2 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, 2026Dogwood Wealth Management LLC holds $1,482,717 across 16 Banks - Diversified names. UBS ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,081 | $1,008,503 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,862 | $106,096 | |
| 3 | C |
Citigroup Inc
|
634 | $88,734 | |
| 4 | BCS |
Barclays PLC
|
2,607 | $70,024 | |
| 5 | SAN |
Banco Santander, S.A.
|
4,602 | $63,507 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
654 | $54,046 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
278 | $40,201 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
180 | $17,116 |
All Filings in UBS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,031 | 41 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $1,601 | 41 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||