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Parkside Financial Bank & Trust’s UBS Group UBS Stock Holding History

Parkside Financial Bank & Trust’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 		$59.1K Buy
1,513
+50
+3% +$2.14K ﹤0.01% 896
2025
Q4 		$67.8K Buy
1,463
+60
+4% +$2.42K 0.01% 850
2025
Q3 		$57.5K Buy
1,403
+82
+6% +$3.19K ﹤0.01% 882
2025
Q2 		$44.7K Sell
1,321
-420
-24% -$13K ﹤0.01% 942
2025
Q1 		$53.3K Buy
1,741
+390
+29% +$13K 0.01% 813
2024
Q4 		$41K Sell
1,351
-32
-2% -$1.01K 0.01% 871
2024
Q3 		$42.7K Sell
1,383
-17
-1% -$511 0.01% 834
2024
Q2 		$41.4K Hold
1,400
– – 0.01% 810
2024
Q1 		$43K Buy
1,400
+336
+32% +$9.93K 0.01% 781
2023
Q4 		$32.9K Buy
1,064
+218
+26% +$5.73K 0.01% 830
2023
Q3 		$20.9K Hold
846
– – ﹤0.01% 885
2023
Q2 		$17.1K Buy
846
+708
+513% +$14.2K ﹤0.01% 947
2023
Q1 		$2.94K Sell
138
-17
-11% -$355 ﹤0.01% 1572
2022
Q4 		$2.89K Buy
+155
New +$2.64K ﹤0.01% 1551
2019
Q4 		– Sell
-250
Closed -$3K – 1639
2019
Q3 		$3K Buy
+250
New +$2.81K ﹤0.01% 1083
2016
Q3 		– Sell
-176
Closed -$2K – 1110
2016
Q2 		$2K Hold
176
– – ﹤0.01% 952
2016
Q1 		$3K Hold
176
– – ﹤0.01% 862
2015
Q4 		$3K Hold
176
– – ﹤0.01% 868
2015
Q3 		$3K Buy
+176
New +$3.73K ﹤0.01% 877

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Parkside Financial Bank & Trust's UBS Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its UBS Group (UBS) stake by 3.4% in Q1 2026, buying an estimated $2.14K and bringing the position to 1,513 shares worth $59.1K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Parkside Financial Bank & Trust first reported a position in UBS in Q3 2015 and has held it in 19 quarters since. The position peaked at $67.8K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Parkside Financial Bank & Trust held 1,513 shares of UBS Group worth $59.1K as of Q1 2026.
  • Parkside Financial Bank & Trust bought 50 UBS Group shares in Q1 2026, an estimated $2.14K.
  • UBS Group made up ﹤0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #896 holding.
  • Parkside Financial Bank & Trust first reported a position in UBS Group in Q3 2015 and has held it in 19 quarters since.
  • Parkside Financial Bank & Trust's UBS Group position peaked at $67.8K in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.