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
Q2 		$24.1K Sell
2,670
-9
-0.3% -$78 ﹤0.01% 8050
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 $422M AUM 42.84% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group's BSBK Position: Q2 2026 in Review

UBS Group reduced its Bogota Financial (BSBK) stake by 0.34% in Q2 2026, selling an estimated $78 and leaving 2,670 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #8050.

UBS Group first reported a position in BSBK in Q2 2020 and has held it in 20 quarters since. The position peaked at $30.5K in Q1 2024. 15 funds tracked by Wall St. Rank hold BSBK as of Q2 2026.

  • UBS Group held 2,670 shares of Bogota Financial worth $24.1K as of Q2 2026.
  • UBS Group sold 9 Bogota Financial shares in Q2 2026, an estimated $78.
  • Bogota Financial made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8050 holding.
  • UBS Group first reported a position in Bogota Financial in Q2 2020 and has held it in 20 quarters since.
  • UBS Group's Bogota Financial position peaked at $30.5K in Q1 2024.
  • 15 funds tracked by Wall St. Rank held Bogota Financial as of Q2 2026.

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