Pinnacle Bancorp’s UBS Group UBS Stock Holding History

Pinnacle Bancorp’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	$8.58K	Sell	224 -57	-20%	-$2.44K	﹤0.01%	731
2025 Q4	$13K	Hold	281	–	–	﹤0.01%	658
2025 Q3	$11.5K	Sell	281 -156	-36%	-$6.06K	﹤0.01%	709
2025 Q2	$14.8K	Buy	437 +74	+20%	+$2.29K	﹤0.01%	651
2025 Q1	$11K	Sell	363 -19	-5%	-$634	﹤0.01%	683
2024 Q4	$11.6K	Hold	382	–	–	﹤0.01%	675
2024 Q3	$11.8K	Buy	+382	New	+$11.5K	﹤0.01%	667

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 $298B AUM 21.96% 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 $94.8B AUM 24.11% 1-Year Est. Return

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

Pinnacle Bancorp's UBS Position: Q1 2026 in Review

Pinnacle Bancorp reduced its UBS Group (UBS) stake by 20% in Q1 2026, selling an estimated $2.44K and leaving 224 shares worth $8.58K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Pinnacle Bancorp first reported a position in UBS in Q3 2024 and has held it in 7 quarters since. The position peaked at $14.8K in Q2 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Pinnacle Bancorp held 224 shares of UBS Group worth $8.58K as of Q1 2026.
Pinnacle Bancorp sold 57 UBS Group shares in Q1 2026, an estimated $2.44K.
UBS Group made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q1 2026, its #731 holding.
Pinnacle Bancorp first reported a position in UBS Group in Q3 2024 and has held it in 7 quarters since.
Pinnacle Bancorp's UBS Group position peaked at $14.8K in Q2 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.