COMMONWEALTH EQUITY SERVICES, LLC

Position in UBS — UBS Group AG

CIK 312272 WALTHAM, MA

Position in UBS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,098,717

+$436,914 QoQ

Shares Held

42,347

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#257

of 758 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

COMMONWEALTH EQUITY SERVICES, LLC holds $763,627,931 across 19 Banks - Diversified names. UBS ranks #12 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	1,338,645	$438,178,667
2	BAC	Bank Of America Corp /De/	2,562,718	$146,023,671
3	WFC	Wells Fargo & Company/Mn	657,831	$54,363,153
4	C	Citigroup Inc	347,607	$48,651,075
5	BNY	Bank of New York Mellon Corp	168,026	$24,298,239
6	RY	Royal Bank Of Canada	85,324	$17,659,508
7	TD	Toronto Dominion Bank	85,338	$10,362,593
8	BMO	Bank Of Montreal /Can/	35,123	$6,206,234

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,098,717	42,347	-0.4%	Shares	Sole	2026-07-29
2026-03-31	$1,661,803	42,534	+21.1%	Shares	Sole	2026-04-27
2025-12-31	$1,626,268	35,117	+10.5%	Shares	Sole	2026-02-12
2025-09-30	$1,303,062	31,782	-16.6%	Shares	Sole	2025-10-22
2025-06-30	$1,288,474	38,098	-22.3%	Shares	Sole	2025-08-06
2025-03-31	$1,502,524	49,054	+3.1%	Shares	Sole	2025-05-09
2024-12-31	$1,442,625	47,580	-6.4%	Shares	Sole	2025-02-10
2024-09-30	$1,571,309	50,835	+22.8%	Shares	Sole	2024-10-18
2024-06-30	$1,223,221	41,409	-34.4%	Shares	Sole	2024-07-31
2024-03-31	$1,939,906	63,148	+82.2%	Shares	Sole	2024-04-29
2023-12-31	$1,070,808	34,654	-5.3%	Shares	Sole	2024-02-06
2023-09-30	$902,313	36,605	+10.7%	Shares	Sole	2023-10-23
2023-06-30	$670,166	33,062	+39.5%	Shares	Sole	2023-08-10
2023-03-31	$505,907	23,707	+6.3%	Shares	Sole	2023-05-11
2022-12-31	$416,191	22,292	+22.5%	Shares	Sole	2023-02-07
2022-09-30	$264,052	18,198	-3.7%	Shares	Sole	2022-11-14
2022-06-30	$306,379	18,889	+32.1%	Shares	Sole	2022-07-19
2022-03-31	$279,500	14,304	-0.7%	Shares	Sole	2022-05-04
2021-12-31	$257,453	14,407	+21.7%	Shares	Sole	2022-01-31
2021-09-30	$188,633	11,834	-25.8%	Shares	Sole	2021-10-29
2021-06-30	$244,580	15,944	+0.4%	Shares	Sole	2021-08-11
2021-03-31	$246,725	15,887	+3.0%	Shares	Sole	2021-05-04
2020-12-31	$217,997	15,428	-14.8%	Shares	Sole	2021-02-11
2020-09-30	$202,004	18,117	-24.2%	Shares	Sole	2020-11-05
2020-06-30	$275,932	23,911	-5.6%	Shares	Sole	2020-08-12
2020-03-31	$234,639	25,339	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.