Position in UBS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$809,463
+$170,591 QoQ
Shares Held
16,333
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#344
of 757 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, 2026Basecamp Wealth Advisors LLC holds $11,607,354 across 19 Banks - Diversified names. UBS ranks #3 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
10,141 | $3,319,453 | |
| 2 | BAC |
Bank Of America Corp /De/
|
18,754 | $1,068,602 | |
| 3 | UBS |
UBS Group AG
This page
|
16,333 | $809,463 | |
| 4 | C |
Citigroup Inc
|
5,103 | $714,215 | |
| 5 | SAN |
Banco Santander, S.A.
|
47,938 | $661,544 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
6,321 | $601,063 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
28,371 | $564,299 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
6,422 | $530,714 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $809,463 | 16,333 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $638,872 | 16,352 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $757,307 | 16,353 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||