Position in UBS
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$18,981
New position
Shares Held
383
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#644
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, 2026Bullock Wealth Management Group holds $4,266,256 across 9 Banks - Diversified names. UBS ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,341 | $3,057,589 | |
| 2 | BAC |
Bank Of America Corp /De/
|
9,268 | $528,090 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
2,974 | $430,070 | |
| 4 | TD |
Toronto Dominion Bank
|
700 | $85,001 | |
| 5 | RY |
Royal Bank Of Canada
|
359 | $74,302 | |
| 6 | C |
Citigroup Inc
|
474 | $66,341 | |
| 7 | UBS |
UBS Group AG
This page
|
383 | $18,981 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
49 | $5,635 |
All Filings in UBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,981 | 383 | Shares | Sole | 2026-08-19 | |
| No filing history on record for this holder in this stock. | ||||||