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Grove Bank & Trust’s UBS Group UBS Stock Holding History

Grove Bank & 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
Q3 		$17.5K Buy
363
+250
+221% +$13.1K ﹤0.01% 587
2026
Q2 		$5.6K Buy
113
+5
+5% +$228 ﹤0.01% 713
2026
Q1 		$4.22K Buy
108
+16
+17% +$685 ﹤0.01% 726
2025
Q4 		$4.26K Buy
+92
New +$3.72K ﹤0.01% 747
2025
Q3 		– Sell
-395
Closed -$13.4K – 888
2025
Q2 		$13.4K Sell
395
-529
-57% -$16.4K ﹤0.01% 577
2025
Q1 		$28.3K Buy
+924
New +$30.8K ﹤0.01% 479
2024
Q4 		– Sell
-504
Closed -$15.6K – 860
2024
Q3 		$15.6K Buy
504
+294
+140% +$8.84K ﹤0.01% 466
2024
Q2 		$6.2K Buy
+210
New +$6.24K ﹤0.01% 512
2017
Q4 		– Sell
-150
Closed -$3K – 565
2017
Q3 		$3K Hold
150
– – ﹤0.01% 551
2017
Q2 		$3K Hold
150
– – ﹤0.01% 622
2017
Q1 		$2K Hold
150
– – ﹤0.01% 517
2016
Q4 		$2K Buy
+150
New +$2.26K ﹤0.01% 560

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Grove Bank & Trust's UBS Position: Q3 2026 in Review

Grove Bank & Trust increased its UBS Group (UBS) stake by 221% in Q3 2026, buying an estimated $13.1K and bringing the position to 363 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Grove Bank & Trust first reported a position in UBS in Q4 2016 and has held it in 12 quarters since. The position peaked at $28.3K in Q1 2025. 33 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Grove Bank & Trust held 363 shares of UBS Group worth $17.5K as of Q3 2026.
  • Grove Bank & Trust bought 250 UBS Group shares in Q3 2026, an estimated $13.1K.
  • UBS Group made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #587 holding.
  • Grove Bank & Trust first reported a position in UBS Group in Q4 2016 and has held it in 12 quarters since.
  • Grove Bank & Trust's UBS Group position peaked at $28.3K in Q1 2025.
  • 33 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.