UBS Group
WVFC

UBS Group’s WVS Financial Corp WVFC Stock Holding History

UBS Group’s Portfolio WVFC Stock Details WVFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-756
Closed -$11K – 11653
2022
Q1 		$11K Sell
756
-147
-16% -$2.25K ﹤0.01% 8375
2021
Q4 		$14K Buy
903
+331
+58% +$5.13K ﹤0.01% 8410
2021
Q3 		$9K Buy
+572
New +$9.16K ﹤0.01% 8160
2021
Q2 		– Sell
-506
Closed -$8K – 10181
2021
Q1 		$8K Sell
506
-629
-55% -$9.56K ﹤0.01% 8123
2020
Q4 		$16K Sell
1,135
-130
-10% -$1.86K ﹤0.01% 7137
2020
Q3 		$17K Sell
1,265
-36
-3% -$480 ﹤0.01% 6457
2020
Q2 		$17K Buy
1,301
+123
+10% +$1.64K ﹤0.01% 6674
2020
Q1 		$15K Buy
1,178
+21
+2% +$330 ﹤0.01% 6696
2019
Q4 		$19K Sell
1,157
-119
-9% -$1.88K ﹤0.01% 6916
2019
Q3 		$20K Sell
1,276
-33
-3% -$551 ﹤0.01% 6746
2019
Q2 		$23K Buy
1,309
+689
+111% +$11.9K ﹤0.01% 6529
2019
Q1 		$11K Sell
620
-408
-40% -$6.69K ﹤0.01% 6777
2018
Q4 		$15K Buy
1,028
+200
+24% +$2.99K ﹤0.01% 7006
2018
Q3 		$13K Buy
828
+348
+73% +$5.68K ﹤0.01% 7047
2018
Q2 		$8K Buy
480
+112
+30% +$1.81K ﹤0.01% 7293
2018
Q1 		$6K Sell
368
-6,007
-94% -$98.5K ﹤0.01% 7182
2017
Q4 		$99K Sell
6,375
-314
-5% -$4.86K ﹤0.01% 5361
2017
Q3 		$100K Buy
6,689
+5,466
+447% +$87.2K ﹤0.01% 5322
2017
Q2 		$20K Sell
1,223
-2,901
-70% -$44.3K ﹤0.01% 6313
2017
Q1 		$61K Buy
4,124
+3,042
+281% +$45.1K ﹤0.01% 5378
2016
Q4 		$16K Sell
1,082
-321
-23% -$4.26K ﹤0.01% 6658
2016
Q3 		$18K Sell
1,403
-1,259
-47% -$14.9K ﹤0.01% 6402
2016
Q2 		$30K Buy
2,662
+2,440
+1,099% +$28.4K ﹤0.01% 5945
2016
Q1 		$3K Buy
222
+39
+21% +$453 ﹤0.01% 7230
2015
Q4 		$2K Sell
183
-2,379
-93% -$28.2K ﹤0.01% 8051
2015
Q3 		$28K Sell
2,562
-769
-23% -$8.54K ﹤0.01% 6373
2015
Q2 		$39K Buy
3,331
+1,962
+143% +$23.4K ﹤0.01% 6227
2015
Q1 		$16K Sell
1,369
-647
-32% -$7.35K ﹤0.01% 7236
2014
Q4 		$22K Buy
+2,016
New +$22K ﹤0.01% 7540

Other funds holding WVFC

RB
Rodgers Brothers Harmony, Pennsylvania $866M AUM 30.05% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group's WVFC Position: Q2 2022 in Review

UBS Group sold out of WVS Financial Corp (WVFC) in Q2 2022, closing a stake of 756 shares — an estimated $11K sold.

UBS Group first reported a position in WVFC in Q4 2014 and held it in 29 quarters. The position peaked at $100K in Q3 2017. 5 funds tracked by Wall St. Rank hold WVFC as of Q2 2022.

  • UBS Group reported no remaining WVS Financial Corp position as of Q2 2022 after selling out during the quarter.
  • UBS Group sold 756 WVS Financial Corp shares in Q2 2022, an estimated $11K.
  • UBS Group first reported a position in WVS Financial Corp in Q4 2014 and held it in 29 quarters.
  • UBS Group's WVS Financial Corp position peaked at $100K in Q3 2017.
  • 5 funds tracked by Wall St. Rank held WVS Financial Corp as of Q2 2022.

Based on UBS Group's 13F filing for Q2 2022, filed 10 Aug 2022.