Position in UBS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$282,690
+$64,445 QoQ
Shares Held
5,704
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#500
of 758 holders
Holding Since
Mar 2024
10 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, 2026HARBOUR INVESTMENTS, INC. holds $41,805,710 across 19 Banks - Diversified names. UBS ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
63,069 | $20,644,375 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
102,000 | $8,429,280 | |
| 3 | BAC |
Bank Of America Corp /De/
|
79,134 | $4,509,055 | |
| 4 | C |
Citigroup Inc
|
18,806 | $2,632,087 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
13,329 | $2,355,234 | |
| 6 | RY |
Royal Bank Of Canada
|
3,314 | $685,898 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
4,276 | $618,352 | |
| 8 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
3,762 | $432,630 |
All Filings in UBS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,690 | 5,704 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $218,245 | 5,586 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $241,599 | 5,217 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $103,238 | 2,518 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $71,191 | 2,105 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $64,476 | 2,105 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $63,823 | 2,105 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $78,233 | 2,531 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $74,765 | 2,531 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $71,485 | 2,327 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||