UBS Group
LMFA

UBS Group’s LM Funding America LMFA Stock Holding History

UBS Group’s Portfolio LMFA Stock Details LMFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-305
Closed -$3.39K – 10877
2025
Q4 		$3.39K Buy
305
+269
+747% +$6.43K ﹤0.01% 9036
2025
Q3 		$1.03K Buy
36
+21
+140% +$1.01K ﹤0.01% 9454
2025
Q2 		$1.04K Sell
15
-135
-90% -$5.57K ﹤0.01% 9683
2025
Q1 		$4.65K Buy
150
+86
+134% +$3.77K ﹤0.01% 9081
2024
Q4 		$3.46K Buy
+64
New +$4.41K ﹤0.01% 8877
2024
Q3 		– Sell
-205
Closed -$20.7K – 9829
2024
Q2 		$20.7K Buy
+205
New +$17.4K ﹤0.01% 7278
2023
Q4 		– Hold
0
– -$35 – 9642
2023
Q3 		– Sell
-16
Closed -$1.52K – 9057
2023
Q2 		$1.66K Sell
16
-89
-85% -$10.1K ﹤0.01% 7876
2023
Q1 		$12.3K Sell
105
-15
-13% -$1.87K ﹤0.01% 7452
2022
Q4 		$9.88K Buy
120
+92
+329% +$11K ﹤0.01% 8597
2022
Q3 		$4K Buy
+28
New +$4.5K ﹤0.01% 9373
2022
Q1 		– Sell
-7
Closed -$5K – 10615
2021
Q4 		$5K Buy
+7
New +$5.97K ﹤0.01% 9402
2021
Q1 		– Sell
-14
Closed -$7K – 9268
2020
Q4 		$7K Buy
14
+13
+1,300% +$6.24K ﹤0.01% 7693
2020
Q3 		$1K Hold
1
– – ﹤0.01% 7798
2020
Q2 		$1K Sell
1
-8
-89% -$5.45K ﹤0.01% 7775
2020
Q1 		$4K Buy
9
+8
+800% +$4.61K ﹤0.01% 7400
2019
Q4 		$1K Buy
+1
New +$632 ﹤0.01% 7956
2019
Q3 		– Sell
-8
Closed -$7K – 8133
2019
Q2 		$7K Buy
+8
New +$7.89K ﹤0.01% 7240
2018
Q3 		– Sell
-1
Closed -$4K – 8129
2018
Q2 		$4K Buy
+1
New +$4.54K ﹤0.01% 7554
2018
Q1 		– Hold
0
– – – 7542
2017
Q4 		– Sell
-1
Closed -$16.8K – 7613
2017
Q3 		$7K Buy
+1
New +$23.5K ﹤0.01% 7071
2017
Q1 		– Hold
0
– – – 7815
2016
Q4 		– Hold
0
– – – 7910
2016
Q3 		– Hold
0
– – – 6782
2016
Q2 		– Hold
0
– – – 6721
2016
Q1 		– Hold
0
– – – 6498
2015
Q4 		– Hold
0
– – – 7609

Other funds holding LMFA

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

UBS Group's LMFA Position: Q1 2026 in Review

UBS Group sold out of LM Funding America (LMFA) in Q1 2026, closing a stake of 305 shares — an estimated $3.39K sold.

UBS Group first reported a position in LMFA in Q3 2017 and held it in 19 quarters. The position peaked at $20.7K in Q2 2024. 14 funds tracked by Wall St. Rank hold LMFA as of Q1 2026.

  • UBS Group reported no remaining LM Funding America position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 305 LM Funding America shares in Q1 2026, an estimated $3.39K.
  • UBS Group first reported a position in LM Funding America in Q3 2017 and held it in 19 quarters.
  • UBS Group's LM Funding America position peaked at $20.7K in Q2 2024.
  • 14 funds tracked by Wall St. Rank held LM Funding America as of Q1 2026.

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