P
CIK

&Partners’s UBS Asset Management Income Fund, Inc. CIK Stock Holding History

&Partners’s Portfolio CIK Stock Details CIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-15,700
Closed -$44.4K – 2413
2025
Q4 		$44.4K Hold
15,700
– – ﹤0.01% 2243
2025
Q3 		$46K Hold
15,700
– – ﹤0.01% 2081
2025
Q2 		$46.5K Hold
15,700
– – ﹤0.01% 1952
2025
Q1 		$45.5K Buy
+15,700
New +$46K ﹤0.01% 1736

Other funds holding CIK

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

&Partners's CIK Position: Q1 2026 in Review

&Partners sold out of UBS Asset Management Income Fund, Inc. (CIK) in Q1 2026, closing a stake of 15,700 shares — an estimated $44.4K sold.

&Partners first reported a position in CIK in Q1 2025 and held it in 4 quarters. The position peaked at $46.5K in Q2 2025. 52 funds tracked by Wall St. Rank hold CIK as of Q1 2026.

  • &Partners reported no remaining UBS Asset Management Income Fund, Inc. position as of Q1 2026 after selling out during the quarter.
  • &Partners sold 15,700 UBS Asset Management Income Fund, Inc. shares in Q1 2026, an estimated $44.4K.
  • &Partners first reported a position in UBS Asset Management Income Fund, Inc. in Q1 2025 and held it in 4 quarters.
  • &Partners's UBS Asset Management Income Fund, Inc. position peaked at $46.5K in Q2 2025.
  • 52 funds tracked by Wall St. Rank held UBS Asset Management Income Fund, Inc. as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.