Position in UBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$17,990
+$9,825 QoQ
Shares Held
363
+73.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#646
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, 2026Cornerstone Financial Management LLC holds $1,726,440 across 17 Banks - Diversified names. UBS ranks #11 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,046 | $997,047 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,901 | $222,278 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
784 | $113,374 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
934 | $77,185 | |
| 5 | C |
Citigroup Inc
|
413 | $57,803 | |
| 6 | RY |
Royal Bank Of Canada
|
212 | $43,877 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
440 | $41,839 | |
| 8 | TD |
Toronto Dominion Bank
|
218 | $26,471 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,990 | 363 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,165 | 209 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $9,169 | 198 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||