Larson Financial Group’s UBS Asset Management Income Fund, Inc. CIK Stock Holding History

Larson Financial Group’s Portfolio CIK Stock Details CIK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.96K	Hold	2,000	–	–	﹤0.01%	2779
2026 Q1	$5.12K	Hold	2,000	–	–	﹤0.01%	2600
2025 Q4	$5.66K	Hold	2,000	–	–	﹤0.01%	2405
2025 Q3	$5.86K	Buy	+2,000	New	+$5.95K	﹤0.01%	2292

Other funds holding CIK

LCM

Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Larson Financial Group's CIK Position: Q2 2026 in Review

Larson Financial Group held its UBS Asset Management Income Fund, Inc. (CIK) position steady in Q2 2026 at 2,000 shares worth $4.96K. The position accounts for ﹤0.01% of the portfolio, ranked #2779.

Larson Financial Group first reported a position in CIK in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.86K in Q3 2025. 52 funds tracked by Wall St. Rank hold CIK as of Q2 2026.

Larson Financial Group held 2,000 shares of UBS Asset Management Income Fund, Inc. worth $4.96K as of Q2 2026.
Larson Financial Group left its UBS Asset Management Income Fund, Inc. share count unchanged in Q2 2026.
UBS Asset Management Income Fund, Inc. made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2779 holding.
Larson Financial Group first reported a position in UBS Asset Management Income Fund, Inc. in Q3 2025 and has held it in 4 quarters since.
Larson Financial Group's UBS Asset Management Income Fund, Inc. position peaked at $5.86K in Q3 2025.
52 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.