UBS Group
SHFS icon

UBS Group’s SHF Holdings SHFS Stock Holding History

UBS Group’s Portfolio SHFS Stock Details SHFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-40
Closed -$502 – 11094
2025
Q4 		$502 Buy
40
+21
+111% +$628 ﹤0.01% 9927
2025
Q3 		$1.64K Buy
+19
New +$776 ﹤0.01% 9302
2025
Q2 		– Sell
-57
Closed -$2.92K – 10776
2025
Q1 		$2.92K Sell
57
-51
-47% -$4.42K ﹤0.01% 9264
2024
Q4 		$11.6K Buy
108
+82
+315% +$8.26K ﹤0.01% 8234
2024
Q3 		$3.4K Buy
+26
New +$3.78K ﹤0.01% 8271
2023
Q4 		– Sell
-9
Closed -$1.66K – 9823
2023
Q3 		$1.66K Buy
9
+4
+80% +$514 ﹤0.01% 7864
2023
Q2 		$661 Sell
5
-4
-44% -$487 ﹤0.01% 8146
2023
Q1 		$1.1K Buy
9
+1
+13% +$211 ﹤0.01% 8812
2022
Q4 		$3.57K Sell
8
-15
-65% -$12.4K ﹤0.01% 9488
2022
Q3 		$38K Buy
+23
New +$55.7K ﹤0.01% 6618
2022
Q1 		– Sell
-21
Closed -$50K – 10827
2021
Q4 		$50K Buy
+21
New +$50.6K ﹤0.01% 6894

Other funds holding SHFS

MI
M3F Inc Salt Lake City, Utah $391M AUM 19.44% 1-Year Est. Return
T3 Companies
T3 Companies New York $103M AUM 54.73% 1-Year Est. Return
Blue Owl Capital Holdings
Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Checchi Capital Advisers
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
Two Sigma Securities
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

UBS Group's SHFS Position: Q1 2026 in Review

UBS Group sold out of SHF Holdings (SHFS) in Q1 2026, closing a stake of 40 shares — an estimated $502 sold.

UBS Group first reported a position in SHFS in Q4 2021 and held it in 11 quarters. The position peaked at $50K in Q4 2021. 12 funds tracked by Wall St. Rank hold SHFS as of Q1 2026.

  • UBS Group reported no remaining SHF Holdings position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 40 SHF Holdings shares in Q1 2026, an estimated $502.
  • UBS Group first reported a position in SHF Holdings in Q4 2021 and held it in 11 quarters.
  • UBS Group's SHF Holdings position peaked at $50K in Q4 2021.
  • 12 funds tracked by Wall St. Rank held SHF Holdings as of Q1 2026.

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