FFA
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Farther Finance Advisors’s UBS Group UBS Stock Holding History

Farther Finance Advisors’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
Q3 		$1.37M Buy
28,516
+3,606
+14% +$190K 0.01% 967
2026
Q2 		$1.23M Sell
24,910
-2,574
-9% -$117K 0.01% 973
2026
Q1 		$1.09M Sell
27,484
-4,065
-13% -$174K 0.01% 906
2025
Q4 		$1.46M Buy
31,549
+15,557
+97% +$629K 0.02% 714
2025
Q3 		$656K Buy
15,992
+2,270
+17% +$88.2K 0.01% 938
2025
Q2 		$464K Buy
13,722
+11,069
+417% +$343K 0.01% 936
2025
Q1 		$80.5K Buy
2,653
+423
+19% +$14.1K ﹤0.01% 1652
2024
Q4 		$67.6K Buy
2,230
+482
+28% +$15.3K ﹤0.01% 1499
2024
Q3 		$54K Buy
1,748
+151
+9% +$4.54K ﹤0.01% 1603
2024
Q2 		$47.8K Buy
1,597
+481
+43% +$14.3K ﹤0.01% 1440
2024
Q1 		$34K Buy
1,116
+179
+19% +$5.29K ﹤0.01% 1318
2023
Q4 		$29K Buy
937
+338
+56% +$8.89K ﹤0.01% 1221
2023
Q3 		$14.8K Buy
599
+541
+933% +$12.6K ﹤0.01% 1169
2023
Q2 		$1.18K Buy
58
+2
+4% +$40 ﹤0.01% 1924
2023
Q1 		$1.2K Hold
56
– – ﹤0.01% 1804
2022
Q4 		$1.05K Buy
+56
New +$952 ﹤0.01% 1639

Other funds holding UBS

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return

Farther Finance Advisors's UBS Position: Q3 2026 in Review

Farther Finance Advisors increased its UBS Group (UBS) stake by 14% in Q3 2026, buying an estimated $190K and bringing the position to 28,516 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #967.

Farther Finance Advisors first reported a position in UBS in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.46M in Q4 2025. 33 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Farther Finance Advisors held 28,516 shares of UBS Group worth $1.37M as of Q3 2026.
  • Farther Finance Advisors bought 3,606 UBS Group shares in Q3 2026, an estimated $190K.
  • UBS Group made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #967 holding.
  • Farther Finance Advisors first reported a position in UBS Group in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's UBS Group position peaked at $1.46M in Q4 2025.
  • 33 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.