Position in UBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$317,927
+$18,612 QoQ
Shares Held
6,415
-16.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#476
of 758 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in UBS Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $28,932,794 across 15 Banks - Diversified names. UBS ranks #12 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
34,350 | $11,243,785 | |
| 2 | BCS |
Barclays PLC
|
149,149 | $4,006,142 | |
| 3 | C |
Citigroup Inc
|
20,839 | $2,916,626 | |
| 4 | BAC |
Bank Of America Corp /De/
|
39,404 | $2,245,239 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
23,446 | $2,229,480 | |
| 6 | ING |
Ing Groep NV
|
48,999 | $1,537,588 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
13,817 | $1,141,836 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
39,807 | $791,761 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,927 | 6,415 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $299,315 | 7,661 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $377,241 | 8,146 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||