UBS Group
GBNY

UBS Group’s Generations Bancorp NY, Inc. Common Stock GBNY Stock Holding History

UBS Group’s Portfolio GBNY Stock Details GBNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-235
Closed -$3.7K – 10753
2024
Q3 		$3.7K Buy
235
+117
+99% +$1.31K ﹤0.01% 8232
2024
Q2 		$1.21K Buy
118
+116
+5,800% +$1.19K ﹤0.01% 8630
2024
Q1 		$20 Buy
+2
New +$21 ﹤0.01% 9036
2023
Q2 		– Sell
-806
Closed -$8.22K – 9905
2023
Q1 		$8.22K Buy
+806
New +$8.68K ﹤0.01% 7743
2022
Q1 		– Sell
-401
Closed -$5K – 11087
2021
Q4 		$5K Buy
+401
New +$4.67K ﹤0.01% 9429
2021
Q2 		– Sell
-1,102
Closed -$11K – 9938
2021
Q1 		$11K Buy
+1,102
New +$10.8K ﹤0.01% 7877

Other funds holding GBNY

SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $676M AUM 24.74% 1-Year Est. Return
RA
Rise Advisors Rochester, New York $355M AUM 20.51% 1-Year Est. Return

UBS Group's GBNY Position: Q4 2024 in Review

UBS Group sold out of Generations Bancorp NY, Inc. Common Stock (GBNY) in Q4 2024, closing a stake of 235 shares — an estimated $3.7K sold.

UBS Group first reported a position in GBNY in Q1 2021 and held it in 6 quarters. The position peaked at $11K in Q1 2021. 5 funds tracked by Wall St. Rank hold GBNY as of Q4 2024.

  • UBS Group reported no remaining Generations Bancorp NY, Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
  • UBS Group sold 235 Generations Bancorp NY, Inc. Common Stock shares in Q4 2024, an estimated $3.7K.
  • UBS Group first reported a position in Generations Bancorp NY, Inc. Common Stock in Q1 2021 and held it in 6 quarters.
  • UBS Group's Generations Bancorp NY, Inc. Common Stock position peaked at $11K in Q1 2021.
  • 5 funds tracked by Wall St. Rank held Generations Bancorp NY, Inc. Common Stock as of Q4 2024.

Based on UBS Group's 13F filing for Q4 2024, filed 14 Feb 2025.