Position in UBS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$144,170
+$20,123 QoQ
Shares Held
2,909
-8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#578
of 758 holders
Holding Since
Mar 2022
18 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $9,262,427 across 18 Banks - Diversified names. UBS ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | C |
Citigroup Inc
|
27,872 | $3,900,965 | |
| 2 | RY |
Royal Bank Of Canada
|
10,436 | $2,159,938 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
5,461 | $1,787,549 | |
| 4 | BAC |
Bank Of America Corp /De/
|
17,552 | $1,000,112 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,990 | $164,453 | |
| 6 | UBS |
UBS Group AG
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|
2,909 | $144,170 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
213 | $20,254 | |
| 8 | SAN |
Banco Santander, S.A.
|
1,292 | $17,829 |
All Filings in UBS
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144,170 | 2,909 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $124,047 | 3,175 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $132,863 | 2,869 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $117,588 | 2,868 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $94,696 | 2,800 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $87,724 | 2,864 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $94,598 | 3,120 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $80,984 | 2,620 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $77,394 | 2,620 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $80,302 | 2,614 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $80,772 | 2,614 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $64,435 | 2,614 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $52,985 | 2,614 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $68,736 | 3,221 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $60,136 | 3,221 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $46,736 | 3,221 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $52,244 | 3,221 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $62,528 | 3,200 | Shares | Sole | 2022-04-15 | |
| No filing history on record for this holder in this stock. | ||||||