UBS Group

UBS Group’s Osprey Bitcoin Trust OBTC Stock Holding History

UBS Group’s Portfolio OBTC Stock Details OBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$150K	Buy	7,967 +1,929	+32%	+$44.5K	﹤0.01%	6962
2026 Q1	$132K	Buy	6,038 +3,706	+159%	+$91K	﹤0.01%	6864
2025 Q4	$65.7K	Buy	+2,332	New	+$65.7K	﹤0.01%	7093

Other funds holding OBTC

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Tanglewood Legacy Advisors Houston, Texas $310M AUM 21.56% 1-Year Est. Return

UBS Group's OBTC Position: Q2 2026 in Review

UBS Group increased its Osprey Bitcoin Trust (OBTC) stake by 32% in Q2 2026, buying an estimated $44.5K and bringing the position to 7,967 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #6962.

UBS Group first reported a position in OBTC in Q4 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold OBTC as of Q2 2026.

UBS Group held 7,967 shares of Osprey Bitcoin Trust worth $150K as of Q2 2026.
UBS Group bought 1,929 Osprey Bitcoin Trust shares in Q2 2026, an estimated $44.5K.
Osprey Bitcoin Trust made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6962 holding.
UBS Group first reported a position in Osprey Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
10 funds tracked by Wall St. Rank held Osprey Bitcoin Trust as of Q2 2026.

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