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Godfrey Financial Associates’s UBS Group UBS Stock Holding History

Godfrey Financial Associates’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 		$4.56K Sell
92
-26
-22% -$1.18K ﹤0.01% 561
2026
Q1 		$4.61K Hold
118
– – ﹤0.01% 535
2025
Q4 		$5.46K Buy
+118
New +$4.77K ﹤0.01% 496

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

Godfrey Financial Associates's UBS Position: Q2 2026 in Review

Godfrey Financial Associates reduced its UBS Group (UBS) stake by 22% in Q2 2026, selling an estimated $1.18K and leaving 92 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Godfrey Financial Associates first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.46K in Q4 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Godfrey Financial Associates held 92 shares of UBS Group worth $4.56K as of Q2 2026.
  • Godfrey Financial Associates sold 26 UBS Group shares in Q2 2026, an estimated $1.18K.
  • UBS Group made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #561 holding.
  • Godfrey Financial Associates first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's UBS Group position peaked at $5.46K in Q4 2025.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.