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
-474
Closed -$502 – 11094
2025
Q4 		$502 Buy
474
+245
+107% +$611 ﹤0.01% 9927
2025
Q3 		$1.64K Buy
+229
New +$780 ﹤0.01% 9302
2025
Q2 		– Sell
-681
Closed -$2.92K – 10776
2025
Q1 		$2.92K Sell
681
-611
-47% -$4.41K ﹤0.01% 9264
2024
Q4 		$11.6K Buy
1,292
+985
+321% +$8.27K ﹤0.01% 8234
2024
Q3 		$3.4K Buy
+307
New +$3.72K ﹤0.01% 8271
2023
Q4 		– Sell
-105
Closed -$1.67K – 9823
2023
Q3 		$1.67K Buy
105
+43
+69% +$460 ﹤0.01% 7864
2023
Q2 		$661 Sell
62
-46
-43% -$467 ﹤0.01% 8146
2023
Q1 		$1.1K Buy
108
+8
+8% +$141 ﹤0.01% 8812
2022
Q4 		$3.57K Sell
100
-173
-63% -$11.9K ﹤0.01% 9488
2022
Q3 		$38K Buy
+273
New +$55.1K ﹤0.01% 6618
2022
Q1 		– Sell
-247
Closed -$50K – 10827
2021
Q4 		$50K Buy
+247
New +$49.6K ﹤0.01% 6894

Other funds holding SHFS

MI
M3F Inc Salt Lake City, Utah $404M AUM 17.6% 1-Year Est. Return
TC
T3 Companies New York $93.7M AUM
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 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
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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 474 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 474 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.