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Park National Corp’s UBS Group UBS Stock Holding History

Park National Corp’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 		– Sell
-4,595
Closed -$228K – 369
2026
Q2 		$228K Sell
4,595
-683
-13% -$31.1K 0.01% 296
2026
Q1 		$206K Sell
5,278
-3,805
-42% -$163K 0.01% 312
2025
Q4 		$421K Sell
9,083
-95
-1% -$3.84K 0.01% 241
2025
Q3 		$376K Buy
9,178
+1,389
+18% +$53.9K 0.01% 244
2025
Q2 		$263K Buy
7,789
+544
+8% +$16.8K 0.01% 262
2025
Q1 		$222K Sell
7,245
-435
-6% -$14.5K 0.01% 275
2024
Q4 		$233K Hold
7,680
– – 0.01% 259
2024
Q3 		$237K Sell
7,680
-227
-3% -$6.82K 0.01% 269
2024
Q2 		$234K Buy
7,907
+262
+3% +$7.79K 0.01% 267
2024
Q1 		$235K Buy
7,645
+1,090
+17% +$32.2K 0.01% 266
2023
Q4 		$203K Buy
+6,555
New +$172K 0.01% 277

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

Park National Corp's UBS Position: Q3 2026 in Review

Park National Corp sold out of UBS Group (UBS) in Q3 2026, closing a stake of 4,595 shares — an estimated $228K sold.

Park National Corp first reported a position in UBS in Q4 2023 and held it in 11 quarters. The position peaked at $421K in Q4 2025. 33 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Park National Corp reported no remaining UBS Group position as of Q3 2026 after selling out during the quarter.
  • Park National Corp sold 4,595 UBS Group shares in Q3 2026, an estimated $228K.
  • Park National Corp first reported a position in UBS Group in Q4 2023 and held it in 11 quarters.
  • Park National Corp's UBS Group position peaked at $421K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Park National Corp's 13F filing for Q3 2026, filed 5 Oct 2026.