Position in UBS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$13,381
+$2,559 QoQ
Shares Held
270
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#659
of 758 holders
Holding Since
Mar 2024
9 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, 2026SALEM INVESTMENT COUNSELORS INC holds $149,972,003 across 12 Banks - Diversified names. UBS ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
242,447 | $79,360,176 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,122,942 | $63,985,235 | |
| 3 | C |
Citigroup Inc
|
30,590 | $4,281,376 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
14,359 | $1,186,627 | |
| 5 | RY |
Royal Bank Of Canada
|
5,167 | $1,069,413 | |
| 6 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
374 | $43,010 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
787 | $15,653 | |
| 8 | UBS |
UBS Group AG
This page
|
270 | $13,381 |
All Filings in UBS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,381 | 270 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $10,822 | 277 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $11,070 | 270 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $9,131 | 270 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $8,270 | 270 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $8,186 | 270 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $8,345 | 270 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $9,275 | 314 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $9,646 | 314 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||