Position in UBS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$56,002
+$11,853 QoQ
Shares Held
1,130
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#603
of 758 holders
Holding Since
Dec 2025
3 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, 2026Ares Financial Consulting, LLC holds $1,246,755 across 12 Banks - Diversified names. UBS ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,693 | $554,169 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,452 | $139,714 | |
| 3 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
5,767 | $135,985 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,462 | $120,819 | |
| 5 | BCS |
Barclays PLC
|
3,183 | $85,495 | |
| 6 | UBS |
UBS Group AG
This page
|
1,130 | $56,002 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
2,142 | $53,678 | |
| 8 | C |
Citigroup Inc
|
364 | $50,945 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,002 | 1,130 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $44,149 | 1,130 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $3,149 | 68 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||