Position in UBS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,947
+$1,259 QoQ
Shares Held
120
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#695
of 758 holders
Holding Since
Sep 2023
12 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, 2026Provenance Wealth Advisors, LLC holds $810,590 across 7 Banks - Diversified names. UBS ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,459 | $477,574 | |
| 2 | BAC |
Bank Of America Corp /De/
|
4,953 | $282,221 | |
| 3 | C |
Citigroup Inc
|
186 | $26,032 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
135 | $11,156 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
327 | $6,504 | |
| 6 | UBS |
UBS Group AG
This page
|
120 | $5,947 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
8 | $1,156 |
All Filings in UBS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,947 | 120 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,688 | 120 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,557 | 120 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,920 | 120 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,058 | 120 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $3,675 | 120 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $3,638 | 120 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $3,709 | 120 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $3,544 | 120 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $3,686 | 120 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $3,708 | 120 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $2,933 | 119 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||