UBS AM’s GBank Financial Holdings GBFH Stock Holding History

UBS AM’s Portfolio GBFH Stock Details GBFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.91K	Hold	63	–	–	﹤0.01%	3548
2026 Q1	$1.69K	Buy	+63	New	+$1.93K	﹤0.01%	3624

Other funds holding GBFH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

EMFAT

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

UBS AM's GBFH Position: Q2 2026 in Review

UBS AM held its GBank Financial Holdings (GBFH) position steady in Q2 2026 at 63 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #3548.

UBS AM first reported a position in GBFH in Q1 2026 and has held it in 2 quarters since. 83 funds tracked by Wall St. Rank hold GBFH as of Q2 2026.

UBS AM held 63 shares of GBank Financial Holdings worth $1.91K as of Q2 2026.
UBS AM left its GBank Financial Holdings share count unchanged in Q2 2026.
GBank Financial Holdings made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3548 holding.
UBS AM first reported a position in GBank Financial Holdings in Q1 2026 and has held it in 2 quarters since.
83 funds tracked by Wall St. Rank held GBank Financial Holdings as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.