Position in UBS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,541
+$1,384 QoQ
Shares Held
132
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#691
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, 2026Bravera Wealth holds $1,413,217 across 9 Banks - Diversified names. UBS ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,658 | $1,197,373 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,842 | $104,957 | |
| 3 | C |
Citigroup Inc
|
301 | $42,127 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
366 | $30,246 | |
| 5 | BCS |
Barclays PLC
|
427 | $11,469 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
475 | $9,447 | |
| 7 | UBS |
UBS Group AG
This page
|
132 | $6,541 | |
| 8 | ING |
Ing Groep NV
|
180 | $5,648 |
All Filings in UBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,541 | 132 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $5,157 | 132 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,761 | 146 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||