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 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

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

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Park National Corp's UBS Position: Q2 2026 in Review

Park National Corp reduced its UBS Group (UBS) stake by 13% in Q2 2026, selling an estimated $31.1K and leaving 4,595 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #296.

Park National Corp first reported a position in UBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $421K in Q4 2025. 314 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Park National Corp held 4,595 shares of UBS Group worth $228K as of Q2 2026.
Park National Corp sold 683 UBS Group shares in Q2 2026, an estimated $31.1K.
UBS Group made up 0.01% of Park National Corp's portfolio in Q2 2026, its #296 holding.
Park National Corp first reported a position in UBS Group in Q4 2023 and has held it in 11 quarters since.
Park National Corp's UBS Group position peaked at $421K in Q4 2025.
314 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Park National Corp's 13F filing for Q2 2026, filed 15 Jul 2026.