Position in UBS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$629,412
+$133,223 QoQ
Shares Held
12,700
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#369
of 758 holders
Holding Since
Mar 2026
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, 2026Vigil Wealth Management, LLC holds $912,879 across 2 Banks - Diversified names. UBS ranks #1 (68.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBS |
UBS Group AG
This page
|
12,700 | $629,412 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
866 | $283,467 |
All Filings in UBS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $629,412 | 12,700 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $496,189 | 12,700 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||