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FourThought Financial Partners’s UBS Group UBS Stock Holding History

FourThought Financial Partners’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
Q1 		– Sell
-5,680
Closed -$263K – 537
2025
Q4 		$263K Buy
+5,680
New +$229K 0.02% 365

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CCI
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Pictet Asset Management
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Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

FourThought Financial Partners's UBS Position: Q1 2026 in Review

FourThought Financial Partners sold out of UBS Group (UBS) in Q1 2026, closing a stake of 5,680 shares — an estimated $263K sold.

FourThought Financial Partners first reported a position in UBS in Q4 2025 and held it in 1 quarter. The position peaked at $263K in Q4 2025. 684 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • FourThought Financial Partners reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
  • FourThought Financial Partners sold 5,680 UBS Group shares in Q1 2026, an estimated $263K.
  • FourThought Financial Partners first reported a position in UBS Group in Q4 2025 and held it in 1 quarter.
  • FourThought Financial Partners's UBS Group position peaked at $263K in Q4 2025.
  • 684 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.