UBS Group
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UBS Group’s Bogota Financial BSBK Stock Holding History

UBS Group’s Portfolio BSBK Stock Details BSBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.8K Buy
2,679
+11
+0.4% +$93 ﹤0.01% 7841
2025
Q4 		$22.5K Sell
2,668
-43
-2% -$368 ﹤0.01% 7700
2025
Q3 		$24.7K Buy
2,711
+54
+2% +$471 ﹤0.01% 8028
2025
Q2 		$20.7K Hold
2,657
– – ﹤0.01% 8411
2025
Q1 		$20.4K Sell
2,657
-55
-2% -$430 ﹤0.01% 8219
2024
Q4 		$20.3K Buy
2,712
+2,006
+284% +$16.2K ﹤0.01% 7858
2024
Q3 		$5.85K Sell
706
-2,113
-75% -$15.5K ﹤0.01% 8019
2024
Q2 		$19K Sell
2,819
-1,494
-35% -$10.1K ﹤0.01% 7335
2024
Q1 		$30.5K Buy
+4,313
New +$33.7K ﹤0.01% 6735
2023
Q4 		– Sell
-106
Closed -$783 – 9332
2023
Q3 		$783 Buy
+106
New +$841 ﹤0.01% 8278
2023
Q2 		– Sell
-134
Closed -$1.34K – 8961
2023
Q1 		$1.34K Buy
+134
New +$1.5K ﹤0.01% 8760
2022
Q4 		– Sell
-1,119
Closed -$12K – 10745
2022
Q3 		$12K Buy
+1,119
New +$12.4K ﹤0.01% 8146
2022
Q1 		– Sell
-374
Closed -$4K – 10277
2021
Q4 		$4K Buy
374
+274
+274% +$2.81K ﹤0.01% 9503
2021
Q3 		$1K Sell
100
-1,426
-93% -$14.7K ﹤0.01% 9146
2021
Q2 		$16K Buy
1,526
+457
+43% +$4.58K ﹤0.01% 7566
2021
Q1 		$11K Sell
1,069
-99
-8% -$939 ﹤0.01% 7847
2020
Q4 		$10K Sell
1,168
-284
-20% -$2.41K ﹤0.01% 7473
2020
Q3 		$11K Sell
1,452
-1,488
-51% -$11.5K ﹤0.01% 6749
2020
Q2 		$26K Buy
+2,940
New +$24.7K ﹤0.01% 6368

Other funds holding BSBK

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.56B AUM 26.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group's BSBK Position: Q1 2026 in Review

UBS Group increased its Bogota Financial (BSBK) stake by 0.41% in Q1 2026, buying an estimated $93 and bringing the position to 2,679 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #7841.

UBS Group first reported a position in BSBK in Q2 2020 and has held it in 19 quarters since. The position peaked at $30.5K in Q1 2024. 16 funds tracked by Wall St. Rank hold BSBK as of Q1 2026.

  • UBS Group held 2,679 shares of Bogota Financial worth $22.8K as of Q1 2026.
  • UBS Group bought 11 Bogota Financial shares in Q1 2026, an estimated $93.
  • Bogota Financial made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7841 holding.
  • UBS Group first reported a position in Bogota Financial in Q2 2020 and has held it in 19 quarters since.
  • UBS Group's Bogota Financial position peaked at $30.5K in Q1 2024.
  • 16 funds tracked by Wall St. Rank held Bogota Financial as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.