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Campbell Deegan Wealth Management, LLC

Position in UBS — UBS Group AG

CIK 2059743 RICHMOND, VA

Position in UBS

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$201,411
New position
Shares Held
4,064
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#566
of 758 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

Campbell Deegan Wealth Management, LLC holds $1,131,107 across 4 Banks - Diversified names. UBS ranks #4 (17.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 UBS
UBS Group AG
This page
4,064 $201,411

All Filings in UBS

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $201,411 4,064