Position in UBS
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$117
-$21 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026TOTH FINANCIAL ADVISORY CORP holds $4,051,629 across 12 Banks - Diversified names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
31,144 | $1,774,585 | |
| 2 | C |
Citigroup Inc
|
9,056 | $1,267,477 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
2,034 | $665,789 | |
| 4 | BNS |
Bank Of Nova Scotia
|
1,040 | $90,313 | |
| 5 | BMO |
Bank Of Montreal /Can/
|
500 | $88,350 | |
| 6 | TD |
Toronto Dominion Bank
|
500 | $60,715 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
415 | $47,725 | |
| 8 | RY |
Royal Bank Of Canada
|
200 | $41,394 |
All Filings in UBS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $117 | 3 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $138 | 3 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||