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Legacy Financial Advisors’s UBS Group UBS Stock Holding History

Legacy Financial 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
Q2 		$704K Sell
14,196
-26
-0.2% -$1.18K 0.09% 178
2026
Q1 		$556K Buy
14,222
+638
+5% +$27.3K 0.08% 219
2025
Q4 		$629K Buy
13,584
+153
+1% +$6.18K 0.09% 191
2025
Q3 		$551K Buy
13,431
+702
+6% +$27.3K 0.08% 217
2025
Q2 		$431K Buy
12,729
+233
+2% +$7.21K 0.07% 221
2025
Q1 		$383K Buy
12,496
+1,877
+18% +$62.6K 0.06% 247
2024
Q4 		$322K Buy
+10,619
New +$337K 0.05% 263
2024
Q3 		– Sell
-9,256
Closed -$273K – 367
2024
Q2 		$273K Buy
+9,256
New +$275K 0.05% 269
2020
Q4 		– Sell
-11,425
Closed -$127K – 153
2020
Q3 		$127K Buy
+11,425
New +$137K 0.04% 132
2019
Q2 		– Sell
-1,442
Closed -$17K – 856
2019
Q1 		$17K Hold
1,442
– – 0.01% 498
2018
Q4 		$18K Sell
1,442
-525
-27% -$7.12K 0.01% 437
2018
Q3 		$30K Buy
1,967
+593
+43% +$9.32K 0.01% 313
2018
Q2 		$21K Sell
1,374
-82
-6% -$1.33K 0.01% 373
2018
Q1 		$25K Sell
1,456
-193
-12% -$3.67K 0.01% 336
2017
Q4 		$30K Buy
+1,649
New +$28.7K 0.01% 308

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

Legacy Financial Advisors's UBS Position: Q2 2026 in Review

Legacy Financial Advisors reduced its UBS Group (UBS) stake by 0.18% in Q2 2026, selling an estimated $1.18K and leaving 14,196 shares worth $704K. The position accounts for 0.09% of the portfolio, ranked #178.

Legacy Financial Advisors first reported a position in UBS in Q4 2017 and has held it in 15 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Legacy Financial Advisors held 14,196 shares of UBS Group worth $704K as of Q2 2026.
  • Legacy Financial Advisors sold 26 UBS Group shares in Q2 2026, an estimated $1.18K.
  • UBS Group made up 0.09% of Legacy Financial Advisors's portfolio in Q2 2026, its #178 holding.
  • Legacy Financial Advisors first reported a position in UBS Group in Q4 2017 and has held it in 15 quarters since.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.