UBS Group
VCX

UBS Group’s Fundrise Innovation Fund VCX Stock Holding History

UBS Group’s Portfolio VCX Stock Details VCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$784K Buy
9,072
+8,546
+1,625% +$1.22M ﹤0.01% 5921
2026
Q1 		$68.9K Buy
+526
New +$103K ﹤0.01% 7196

Other funds holding VCX

CCM
CloudAlpha Capital Management Hong Kong $3.51B AUM 530.07% 1-Year Est. Return
NM
Newtyn Management New York $801M AUM 23.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CC
Centiva Capital New York $11.5B AUM 31.97% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

UBS Group's VCX Position: Q2 2026 in Review

UBS Group increased its Fundrise Innovation Fund (VCX) stake by 1,625% in Q2 2026, buying an estimated $1.22M and bringing the position to 9,072 shares worth $784K. The position accounts for ﹤0.01% of the portfolio, ranked #5921.

UBS Group first reported a position in VCX in Q1 2026 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold VCX as of Q2 2026.

  • UBS Group held 9,072 shares of Fundrise Innovation Fund worth $784K as of Q2 2026.
  • UBS Group bought 8,546 Fundrise Innovation Fund shares in Q2 2026, an estimated $1.22M.
  • Fundrise Innovation Fund made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5921 holding.
  • UBS Group first reported a position in Fundrise Innovation Fund in Q1 2026 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held Fundrise Innovation Fund as of Q2 2026.

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