UBS Group
LRFC

UBS Group’s Logan Ridge Finance Corp LRFC Stock Holding History

UBS Group’s Portfolio LRFC Stock Details LRFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,274
Closed -$100K – 10663
2025
Q2 		$100K Sell
5,274
-7,347
-58% -$134K ﹤0.01% 7237
2025
Q1 		$278K Sell
12,621
-120
-0.9% -$2.89K ﹤0.01% 6310
2024
Q4 		$318K Buy
12,741
+959
+8% +$23.8K ﹤0.01% 6164
2024
Q3 		$293K Sell
11,782
-17
-0.1% -$380 ﹤0.01% 5587
2024
Q2 		$264K Buy
11,799
+11,487
+3,682% +$256K ﹤0.01% 5473
2024
Q1 		$7.02K Sell
312
-436
-58% -$9.85K ﹤0.01% 7419
2023
Q4 		$16.9K Buy
748
+404
+117% +$8.69K ﹤0.01% 7205
2023
Q3 		$7.14K Sell
344
-858
-71% -$18.2K ﹤0.01% 7251
2023
Q2 		$24.9K Buy
1,202
+702
+140% +$14.4K ﹤0.01% 6782
2023
Q1 		$10.4K Sell
500
-42
-8% -$951 ﹤0.01% 7584
2022
Q4 		$12.1K Buy
542
+119
+28% +$2.39K ﹤0.01% 8316
2022
Q3 		$7K Sell
423
-1,226
-74% -$23.3K ﹤0.01% 8880
2022
Q2 		$26K Buy
1,649
+1,240
+303% +$24.2K ﹤0.01% 6556
2022
Q1 		$9K Sell
409
-1,144
-74% -$28.1K ﹤0.01% 8556
2021
Q4 		$35K Buy
1,553
+1,028
+196% +$25.4K ﹤0.01% 7229
2021
Q3 		$14K Sell
525
-678
-56% -$18.1K ﹤0.01% 7587
2021
Q2 		$29K Buy
1,203
+548
+84% +$12K ﹤0.01% 6977
2021
Q1 		$10K Sell
655
-1,382
-68% -$21.7K ﹤0.01% 7929
2020
Q4 		$29K Buy
2,037
+1,053
+107% +$12K ﹤0.01% 6660
2020
Q3 		$9K Sell
984
-5,894
-86% -$72.3K ﹤0.01% 6936
2020
Q2 		$109K Sell
6,878
-7,980
-54% -$144K ﹤0.01% 5230
2020
Q1 		$279K Sell
14,858
-35,352
-70% -$1.54M ﹤0.01% 4451
2019
Q4 		$2.63M Buy
50,210
+567
+1% +$29K ﹤0.01% 3275
2019
Q3 		$2.47M Buy
49,643
+642
+1% +$33.5K ﹤0.01% 3099
2019
Q2 		$2.78M Sell
49,001
-4,645
-9% -$246K ﹤0.01% 2851
2019
Q1 		$2.56M Sell
53,646
-406
-0.8% -$19.7K ﹤0.01% 2780
2018
Q4 		$2.33M Sell
54,052
-4,234
-7% -$204K ﹤0.01% 2886
2018
Q3 		$3.05M Buy
58,286
+51
+0.1% +$2.65K ﹤0.01% 2813
2018
Q2 		$2.9M Sell
58,235
-2,205
-4% -$108K ﹤0.01% 2825
2018
Q1 		$2.8M Sell
60,440
-12,093
-17% -$553K ﹤0.01% 2834
2017
Q4 		$3.17M Sell
72,533
-2,277
-3% -$111K ﹤0.01% 2784
2017
Q3 		$4.28M Buy
74,810
+3,311
+5% +$214K ﹤0.01% 2356
2017
Q2 		$5.58M Sell
71,499
-1,307
-2% -$108K ﹤0.01% 2055
2017
Q1 		$6.27M Buy
72,806
+9,481
+15% +$799K ﹤0.01% 1886
2016
Q4 		$4.91M Buy
63,325
+344
+0.5% +$26.4K ﹤0.01% 2113
2016
Q3 		$4.95M Buy
62,981
+6,089
+11% +$534K ﹤0.01% 2035
2016
Q2 		$4.78M Sell
56,892
-1,673
-3% -$136K ﹤0.01% 1980
2016
Q1 		$4.22M Buy
58,565
+114
+0.2% +$7.67K ﹤0.01% 2019
2015
Q4 		$4.24M Buy
58,451
+606
+1% +$48.7K ﹤0.01% 2103
2015
Q3 		$4.5M Sell
57,845
-16,434
-22% -$1.45M ﹤0.01% 2018
2015
Q2 		$6.95M Buy
74,279
+12,315
+20% +$1.28M ﹤0.01% 1774
2015
Q1 		$6.97M Buy
61,964
+8,768
+16% +$979K ﹤0.01% 1771
2014
Q4 		$5.7M Buy
+53,196
New +$5.86M ﹤0.01% 1991

UBS Group's LRFC Position: Q3 2025 in Review

UBS Group sold out of Logan Ridge Finance Corp (LRFC) in Q3 2025, closing a stake of 5,274 shares — an estimated $100K sold.

UBS Group first reported a position in LRFC in Q4 2014 and held it in 43 quarters. The position peaked at $6.97M in Q1 2015. 0 funds tracked by Wall St. Rank hold LRFC as of Q3 2025.

  • UBS Group reported no remaining Logan Ridge Finance Corp position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 5,274 Logan Ridge Finance Corp shares in Q3 2025, an estimated $100K.
  • UBS Group first reported a position in Logan Ridge Finance Corp in Q4 2014 and held it in 43 quarters.
  • UBS Group's Logan Ridge Finance Corp position peaked at $6.97M in Q1 2015.
  • 0 funds tracked by Wall St. Rank held Logan Ridge Finance Corp as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.