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 Q3	$7.03K	Sell	146 -78	-35%	-$4.1K	﹤0.01%	790
2026 Q2	$11.1K	Hold	224	–	–	﹤0.01%	723
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

CCP

Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return

Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

Haven Global Partners Atlanta, Georgia $112M AUM 17.99% 1-Year Est. Return

Pinnacle Bancorp's UBS Position: Q3 2026 in Review

Pinnacle Bancorp reduced its UBS Group (UBS) stake by 35% in Q3 2026, selling an estimated $4.1K and leaving 146 shares worth $7.03K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Pinnacle Bancorp first reported a position in UBS in Q3 2024 and has held it in 9 quarters since. The position peaked at $14.8K in Q2 2025. 188 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

Pinnacle Bancorp held 146 shares of UBS Group worth $7.03K as of Q3 2026.
Pinnacle Bancorp sold 78 UBS Group shares in Q3 2026, an estimated $4.1K.
UBS Group made up ﹤0.01% of Pinnacle Bancorp's portfolio in Q3 2026, its #790 holding.
Pinnacle Bancorp first reported a position in UBS Group in Q3 2024 and has held it in 9 quarters since.
Pinnacle Bancorp's UBS Group position peaked at $14.8K in Q2 2025.
188 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.