UBS Group
GBFH

UBS Group’s GBank Financial Holdings GBFH Stock Holding History

UBS Group’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 		$717K Sell
23,670
-34,772
-59% -$1.01M ﹤0.01% 5989
2026
Q1 		$1.56M Buy
58,442
+48,357
+479% +$1.48M ﹤0.01% 5192
2025
Q4 		$342K Sell
10,085
-42,371
-81% -$1.55M ﹤0.01% 6282
2025
Q3 		$2.06M Sell
52,456
-43,293
-45% -$1.71M ﹤0.01% 4919
2025
Q2 		$3.39M Buy
+95,749
New +$3.75M ﹤0.01% 4276

Other funds holding GBFH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return
RW
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 Group's GBFH Position: Q2 2026 in Review

UBS Group reduced its GBank Financial Holdings (GBFH) stake by 59% in Q2 2026, selling an estimated $1.01M and leaving 23,670 shares worth $717K. The position accounts for ﹤0.01% of the portfolio, ranked #5989.

UBS Group first reported a position in GBFH in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.39M in Q2 2025. 82 funds tracked by Wall St. Rank hold GBFH as of Q2 2026.

  • UBS Group held 23,670 shares of GBank Financial Holdings worth $717K as of Q2 2026.
  • UBS Group sold 34,772 GBank Financial Holdings shares in Q2 2026, an estimated $1.01M.
  • GBank Financial Holdings made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5989 holding.
  • UBS Group first reported a position in GBank Financial Holdings in Q2 2025 and has held it in 5 quarters since.
  • UBS Group's GBank Financial Holdings position peaked at $3.39M in Q2 2025.
  • 82 funds tracked by Wall St. Rank held GBank Financial Holdings as of Q2 2026.

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