Position in UBS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$342,360
+$97,626 QoQ
Shares Held
6,908
+10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#464
of 758 holders
Holding Since
Mar 2026
2 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, 2026Athena Wealth Management, LLC holds $5,299,246 across 6 Banks - Diversified names. UBS ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
16,392 | $2,294,224 | |
| 2 | BAC |
Bank Of America Corp /De/
|
27,764 | $1,581,992 | |
| 3 | SAN |
Banco Santander, S.A.
|
27,041 | $373,165 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
15,378 | $362,613 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
17,340 | $344,892 | |
| 6 | UBS |
UBS Group AG
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|
6,908 | $342,360 |
All Filings in UBS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,360 | 6,908 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $244,734 | 6,264 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||