Position in UBS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$103,877
+$21,987 QoQ
Shares Held
2,096
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#585
of 757 holders
Holding Since
Mar 2026
2 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, 2026PlanVest Financial, Inc holds $876,866 across 7 Banks - Diversified names. UBS ranks #3 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,359 | $444,841 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,178 | $181,082 | |
| 3 | UBS |
UBS Group AG
This page
|
2,096 | $103,877 | |
| 4 | BNS |
Bank Of Nova Scotia
|
888 | $77,113 | |
| 5 | C |
Citigroup Inc
|
325 | $45,487 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
181 | $14,957 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
100 | $9,509 |
All Filings in UBS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,877 | 2,096 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $81,890 | 2,096 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||