Position in UBS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,982
+$420 QoQ
Shares Held
40
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#727
of 758 holders
Holding Since
Dec 2025
3 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, 2026Advocate Investing Services LLC holds $846,419 across 9 Banks - Diversified names. UBS ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
10,517 | $599,258 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
575 | $188,214 | |
| 3 | BCS |
Barclays PLC
|
1,300 | $34,918 | |
| 4 | BNS |
Bank Of Nova Scotia
|
75 | $6,513 | |
| 5 | TD |
Toronto Dominion Bank
|
52 | $6,314 | |
| 6 | C |
Citigroup Inc
|
25 | $3,499 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
29 | $3,335 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
120 | $2,386 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,982 | 40 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,562 | 40 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,852 | 40 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||