UBS Group
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UBS Group’s Towle Small-Cap Value ETF TCV Stock Holding History

UBS Group’s Portfolio TCV Stock Details TCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$38K Buy
+1,207
New +$39.7K ﹤0.01% 7862
2026
Q1 		– Sell
-100
Closed -$2.59K – 11659
2025
Q4 		$2.59K Buy
+100
New +$2.61K ﹤0.01% 9277

Other funds holding TCV

Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Archford Capital Strategies
Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Mountain Capital Investment Advisors
Mountain Capital Investment Advisors Westminster, Colorado $719M AUM 15.04% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

UBS Group's TCV Position: Q3 2026 in Review

UBS Group opened a new position in Towle Small-Cap Value ETF (TCV) in Q3 2026: 1,207 shares worth $38K. The stake represents ﹤0.01% of the portfolio and ranks #7862 among its holdings. This is a return to the name: UBS Group previously reported a position in TCV as recently as Q4 2025.

UBS Group first reported a position in TCV in Q4 2025 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold TCV as of Q3 2026.

  • UBS Group held 1,207 shares of Towle Small-Cap Value ETF worth $38K as of Q3 2026.
  • Towle Small-Cap Value ETF was a new UBS Group position in Q3 2026.
  • Towle Small-Cap Value ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #7862 holding.
  • UBS Group first reported a position in Towle Small-Cap Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Towle Small-Cap Value ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.