UBS Group’s USBC Inc USBC Stock Holding History

UBS Group’s Portfolio USBC Stock Details USBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.35K	Sell	9,836 -15,997	-62%	-$6.46K	﹤0.01%	9544
2026 Q2	$8.09K	Buy	+25,833	New	+$9.8K	﹤0.01%	8709
2026 Q1	–	Sell	-9,735	Closed	-$6.18K	–	10864
2025 Q4	$6.18K	Buy	9,735 +6,334	+186%	+$5.33K	﹤0.01%	8577
2025 Q3	$4.56K	Sell	3,401 -70,796	-95%	-$127K	﹤0.01%	8941
2025 Q2	$147K	Buy	74,197 +56,126	+311%	+$62.4K	﹤0.01%	6937
2025 Q1	$12.3K	Buy	18,071 +16,583	+1,114%	+$58.5K	﹤0.01%	8503
2024 Q4	$10.2K	Buy	1,488 +1,371	+1,172%	+$12.1K	﹤0.01%	8307
2024 Q3	$1.34K	Sell	117 -570	-83%	-$7.48K	﹤0.01%	8661
2024 Q2	$11.3K	Buy	687 +554	+417%	+$14.1K	﹤0.01%	7652
2024 Q1	$3.36K	Buy	+133	New	+$3.04K	﹤0.01%	7744
2023 Q4	–	Sell	-1,118	Closed	-$11.2K	–	9620
2023 Q3	$11.2K	Buy	+1,118	New	+$33.6K	﹤0.01%	7069
2023 Q1	–	Sell	-99	Closed	-$6.33K	–	9991
2022 Q4	$6.33K	Sell	99 -685	-87%	-$42.8K	﹤0.01%	9045
2022 Q3	$57K	Buy	+784	New	+$60.5K	﹤0.01%	6217

Other funds holding USBC

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Gentry Private Wealth Wichita, Kansas $196M AUM 16.73% 1-Year Est. Return

BPI

BFC Planning, Inc. Cedar Rapids, Iowa $2.55B AUM 30.11% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

UBS Group's USBC Position: Q3 2026 in Review

UBS Group reduced its USBC Inc (USBC) stake by 62% in Q3 2026, selling an estimated $6.46K and leaving 9,836 shares worth $5.35K. The position accounts for ﹤0.01% of the portfolio, ranked #9544.

UBS Group first reported a position in USBC in Q3 2022 and has held it in 13 quarters since. The position peaked at $147K in Q2 2025. 16 funds tracked by Wall St. Rank hold USBC as of Q3 2026.

UBS Group held 9,836 shares of USBC Inc worth $5.35K as of Q3 2026.
UBS Group sold 15,997 USBC Inc shares in Q3 2026, an estimated $6.46K.
USBC Inc made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #9544 holding.
UBS Group first reported a position in USBC Inc in Q3 2022 and has held it in 13 quarters since.
UBS Group's USBC Inc position peaked at $147K in Q2 2025.
16 funds tracked by Wall St. Rank held USBC Inc as of Q3 2026.

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