Position in UBS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,684,544
+$308,108 QoQ
Shares Held
33,990
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#278
of 758 holders
Holding Since
Mar 2026
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, 2026CLIFTONLARSONALLEN WEALTH ADVISORS, LLC holds $19,790,862 across 6 Banks - Diversified names. UBS ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
23,541 | $7,705,675 | |
| 2 | BMO |
Bank Of Montreal /Can/
|
22,055 | $3,897,118 | |
| 3 | BAC |
Bank Of America Corp /De/
|
57,576 | $3,280,680 | |
| 4 | C |
Citigroup Inc
|
13,879 | $1,942,504 | |
| 5 | UBS |
UBS Group AG
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|
33,990 | $1,684,544 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
15,493 | $1,280,341 |
All Filings in UBS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,684,544 | 33,990 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,376,436 | 35,230 | Shares | Sole | 2026-04-09 | |
| No filing history on record for this holder in this stock. | ||||||