Position in UBS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,507,813
-$260,065 QoQ
Shares Held
30,424
-32.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#288
of 758 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $124,214,322 across 19 Banks - Diversified names. UBS ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
263,732 | $86,327,395 | |
| 2 | BAC |
Bank Of America Corp /De/
|
196,302 | $11,185,287 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
121,810 | $10,066,378 | |
| 4 | C |
Citigroup Inc
|
35,956 | $5,032,401 | |
| 5 | RY |
Royal Bank Of Canada
|
16,986 | $3,515,592 | |
| 6 | UBS |
UBS Group AG
This page
|
30,424 | $1,507,813 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
10,021 | $1,449,136 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
9,765 | $928,553 |
All Filings in UBS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,507,813 | 30,424 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,767,878 | 45,249 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $721,093 | 15,571 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $638,411 | 15,571 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $526,611 | 15,571 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $478,164 | 15,611 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $472,415 | 15,581 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $569,454 | 18,423 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $544,215 | 18,423 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $481,443 | 15,672 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $484,264 | 15,672 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $386,314 | 15,672 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $317,671 | 15,672 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $332,285 | 15,571 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $315,821 | 16,916 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $245,451 | 16,916 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $274,377 | 16,916 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $330,538 | 16,916 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $302,288 | 16,916 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $269,641 | 16,916 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $238,859 | 15,571 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $241,817 | 15,571 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $220,018 | 15,571 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $167,250 | 15,000 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $230,800 | 20,000 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $185,200 | 20,000 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||