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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Legacy Financial Advisors's UBS Position: Q1 2026 in Review

Legacy Financial Advisors increased its UBS Group (UBS) stake by 4.7% in Q1 2026, buying an estimated $27.3K and bringing the position to 14,222 shares worth $556K. The position accounts for 0.08% of the portfolio, ranked #219.

Legacy Financial Advisors first reported a position in UBS in Q4 2017 and has held it in 14 quarters since. The position peaked at $629K in Q4 2025. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Legacy Financial Advisors held 14,222 shares of UBS Group worth $556K as of Q1 2026.
Legacy Financial Advisors bought 638 UBS Group shares in Q1 2026, an estimated $27.3K.
UBS Group made up 0.08% of Legacy Financial Advisors's portfolio in Q1 2026, its #219 holding.
Legacy Financial Advisors first reported a position in UBS Group in Q4 2017 and has held it in 14 quarters since.
Legacy Financial Advisors's UBS Group position peaked at $629K in Q4 2025.
681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.