Position in UBS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$207,308
-$19,657 QoQ
Shares Held
4,183
-14.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#563
of 758 holders
Holding Since
Dec 2025
2 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, 2026Stronghold Wealth Management L.L.C. holds $2,722,783 across 6 Banks - Diversified names. UBS ranks #6 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,716 | $889,027 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
3,506 | $507,002 | |
| 3 | BAC |
Bank Of America Corp /De/
|
7,070 | $402,847 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
4,395 | $363,202 | |
| 5 | C |
Citigroup Inc
|
2,525 | $353,397 | |
| 6 | UBS |
UBS Group AG
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|
4,183 | $207,308 |
All Filings in UBS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,308 | 4,183 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $226,965 | 4,901 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||