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Bank of Jackson Hole Trust’s UBS Group UBS Stock Holding History

Bank of Jackson Hole Trust’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-100
Closed -$4.14K – 429
2026
Q1 		$4.14K Hold
100
– – ﹤0.01% 455
2025
Q4 		$4.05K Hold
100
– – ﹤0.01% 468
2025
Q3 		$4.08K Hold
100
– – ﹤0.01% 418
2025
Q2 		$3.38K Hold
100
– – ﹤0.01% 419
2025
Q1 		$3.42K Hold
100
– – ﹤0.01% 422
2024
Q4 		$3.03K Buy
+100
New +$3.17K ﹤0.01% 460

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Bank of Jackson Hole Trust's UBS Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of UBS Group (UBS) in Q2 2026, closing a stake of 100 shares — an estimated $4.14K sold.

Bank of Jackson Hole Trust first reported a position in UBS in Q4 2024 and held it in 6 quarters. The position peaked at $4.14K in Q1 2026. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Bank of Jackson Hole Trust reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 100 UBS Group shares in Q2 2026, an estimated $4.14K.
  • Bank of Jackson Hole Trust first reported a position in UBS Group in Q4 2024 and held it in 6 quarters.
  • Bank of Jackson Hole Trust's UBS Group position peaked at $4.14K in Q1 2026.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.