Sanibel Captiva Trust Company
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Sanibel Captiva Trust Company’s UBS Group UBS Stock Holding History

Sanibel Captiva Trust Company’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 		$444K Buy
8,953
+787
+10% +$35.8K 0.01% 348
2026
Q1 		$319K Hold
8,166
– – 0.01% 372
2025
Q4 		$378K Buy
+8,166
New +$330K 0.01% 328

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Sanibel Captiva Trust Company's UBS Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its UBS Group (UBS) stake by 9.6% in Q2 2026, buying an estimated $35.8K and bringing the position to 8,953 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #348.

Sanibel Captiva Trust Company first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. 768 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Sanibel Captiva Trust Company held 8,953 shares of UBS Group worth $444K as of Q2 2026.
  • Sanibel Captiva Trust Company bought 787 UBS Group shares in Q2 2026, an estimated $35.8K.
  • UBS Group made up 0.01% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #348 holding.
  • Sanibel Captiva Trust Company first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
  • 768 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.