Position in UBS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,789
+$1,437 QoQ
Shares Held
137
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#687
of 757 holders
Holding Since
Mar 2026
2 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, 2026Benson Wealth Management INC holds $60,091 across 8 Banks - Diversified names. UBS ranks #6 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
90 | $12,596 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
33 | $10,801 | |
| 3 | BCS |
Barclays PLC
|
334 | $8,971 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
99 | $8,181 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
371 | $7,379 | |
| 6 | UBS |
UBS Group AG
This page
|
137 | $6,789 | |
| 7 | BAC |
Bank Of America Corp /De/
|
69 | $3,931 | |
| 8 | ING |
Ing Groep NV
|
46 | $1,443 |
All Filings in UBS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,789 | 137 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,352 | 137 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||