Position in UBS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,014,493
+$274,351 QoQ
Shares Held
20,470
+8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#330
of 758 holders
Holding Since
Jun 2021
17 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, 2026PDS Planning, Inc holds $32,411,485 across 18 Banks - Diversified names. UBS ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,614 | $16,240,150 | |
| 2 | BAC |
Bank Of America Corp /De/
|
31,074 | $1,770,596 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
17,023 | $1,618,717 | |
| 4 | C |
Citigroup Inc
|
8,618 | $1,206,175 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
50,641 | $1,194,114 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
14,211 | $1,174,397 | |
| 7 | RY |
Royal Bank Of Canada
|
5,618 | $1,162,757 | |
| 8 | UBS |
UBS Group AG
This page
|
20,470 | $1,014,493 |
All Filings in UBS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,014,493 | 20,470 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $740,142 | 18,944 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $857,753 | 18,522 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $791,505 | 19,305 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $630,912 | 18,655 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $568,615 | 18,564 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $532,297 | 17,556 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $508,624 | 16,455 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $483,894 | 16,381 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $508,538 | 16,554 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $472,893 | 15,304 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $379,979 | 15,415 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $307,110 | 15,151 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $249,272 | 11,681 | Shares | Sole | 2023-05-02 | |
| 2022-09-30 | $146,188 | 10,075 | Shares | Sole | 2022-11-02 | |
| 2021-09-30 | $164,803 | 10,339 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $154,688 | 10,084 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||