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Beacon Investment Advisory Services’s UBS Group UBS Stock Holding History

Beacon Investment Advisory Services’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 		$645 Hold
13
– – ﹤0.01% 787
2026
Q1 		$508 Buy
+13
New +$556 ﹤0.01% 760

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Zurich Cantonal Bank
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Beacon Investment Advisory Services's UBS Position: Q2 2026 in Review

Beacon Investment Advisory Services held its UBS Group (UBS) position steady in Q2 2026 at 13 shares worth $645. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Beacon Investment Advisory Services first reported a position in UBS in Q1 2026 and has held it in 2 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Beacon Investment Advisory Services held 13 shares of UBS Group worth $645 as of Q2 2026.
  • Beacon Investment Advisory Services left its UBS Group share count unchanged in Q2 2026.
  • UBS Group made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #787 holding.
  • Beacon Investment Advisory Services first reported a position in UBS Group in Q1 2026 and has held it in 2 quarters since.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.