UBS Group
BCOW

UBS Group’s 1895 Bancorp of Wisconsin BCOW Stock Holding History

UBS Group’s Portfolio BCOW Stock Details BCOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-735
Closed -$6.01K – 10257
2024
Q2 		$6.01K Buy
735
+724
+6,582% +$5.28K ﹤0.01% 7952
2024
Q1 		$75 Buy
+11
New +$81 ﹤0.01% 8879
2023
Q4 		– Sell
-471
Closed -$3.32K – 10057
2023
Q3 		$3.32K Buy
+471
New +$3.46K ﹤0.01% 7575
2023
Q2 		– Sell
-581
Closed -$4.67K – 9837
2023
Q1 		$4.67K Buy
581
+169
+41% +$1.61K ﹤0.01% 8161
2022
Q4 		$4.12K Sell
412
-300
-42% -$3.04K ﹤0.01% 9383
2022
Q3 		$7K Buy
712
+522
+275% +$5.37K ﹤0.01% 8919
2022
Q2 		$2K Buy
+190
New +$1.97K ﹤0.01% 9643
2021
Q4 		– Sell
-2,742
Closed -$30K – 10837
2021
Q3 		$30K Buy
2,742
+2,476
+931% +$27.1K ﹤0.01% 6764
2021
Q2 		$3K Buy
+266
New +$2.9K ﹤0.01% 8851
2021
Q1 		– Sell
-661
Closed -$5K – 9579
2020
Q4 		$5K Sell
661
-685
-51% -$5.03K ﹤0.01% 7857
2020
Q3 		$9K Sell
1,346
-435
-24% -$2.98K ﹤0.01% 6961
2020
Q2 		$12K Sell
1,781
-952
-35% -$6.33K ﹤0.01% 6906
2020
Q1 		$16K Buy
+2,733
New +$21.6K ﹤0.01% 6649
2019
Q3 		– Sell
-2,106
Closed -$15K – 8328
2019
Q2 		$15K Buy
+2,106
New +$15.2K ﹤0.01% 6819

Other funds holding BCOW

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
BMCM
Black Maple Capital Management Milwaukee, Wisconsin $179M AUM 8.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

UBS Group's BCOW Position: Q3 2024 in Review

UBS Group sold out of 1895 Bancorp of Wisconsin (BCOW) in Q3 2024, closing a stake of 735 shares — an estimated $6.01K sold.

UBS Group first reported a position in BCOW in Q2 2019 and held it in 14 quarters. The position peaked at $30K in Q3 2021. 19 funds tracked by Wall St. Rank hold BCOW as of Q3 2024.

  • UBS Group reported no remaining 1895 Bancorp of Wisconsin position as of Q3 2024 after selling out during the quarter.
  • UBS Group sold 735 1895 Bancorp of Wisconsin shares in Q3 2024, an estimated $6.01K.
  • UBS Group first reported a position in 1895 Bancorp of Wisconsin in Q2 2019 and held it in 14 quarters.
  • UBS Group's 1895 Bancorp of Wisconsin position peaked at $30K in Q3 2021.
  • 19 funds tracked by Wall St. Rank held 1895 Bancorp of Wisconsin as of Q3 2024.

Based on UBS Group's 13F filing for Q3 2024, filed 14 Nov 2024.