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Valeo Financial Advisors’s UBS Group UBS Stock Holding History

Valeo Financial Advisors’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$709K Buy
14,728
+2,079
+16% +$109K 0.01% 374
2026
Q2 		$627K Buy
12,649
+3,528
+39% +$161K 0.01% 397
2026
Q1 		$356K Sell
9,121
-7,665
-46% -$328K 0.01% 492
2025
Q4 		$777K Buy
16,786
+1,061
+7% +$42.9K 0.02% 357
2025
Q3 		$645K Buy
15,725
+1,623
+12% +$63K 0.01% 402
2025
Q2 		$477K Sell
14,102
-844
-6% -$26.1K 0.01% 464
2025
Q1 		$458K Buy
14,946
+1,891
+14% +$63.1K 0.01% 434
2024
Q4 		$396K Sell
13,055
-16,838
-56% -$534K 0.01% 462
2024
Q3 		$924K Buy
29,893
+810
+3% +$24.3K 0.03% 276
2024
Q2 		$859K Sell
29,083
-61
-0.2% -$1.81K 0.03% 270
2024
Q1 		$797K Buy
29,144
+772
+3% +$22.8K 0.03% 272
2023
Q4 		$877K Buy
28,372
+11,500
+68% +$302K 0.04% 245
2023
Q3 		$416K Buy
16,872
+328
+2% +$7.66K 0.02% 380
2023
Q2 		$335K Buy
16,544
+4,319
+35% +$86.8K 0.02% 409
2023
Q1 		$261K Buy
+12,225
New +$255K 0.01% 482
2021
Q2 		– Sell
-6,571
Closed -$102K – 1737
2021
Q1 		$102K Sell
6,571
-784
-11% -$12.1K ﹤0.01% 618
2020
Q4 		$104K Buy
7,355
+6,281
+585% +$83.2K 0.01% 559
2020
Q3 		$12K Sell
1,074
-161
-13% -$1.93K ﹤0.01% 1048
2020
Q2 		$14K Buy
1,235
+326
+36% +$3.36K ﹤0.01% 1181
2020
Q1 		$9K Hold
909
– – ﹤0.01% 1143
2019
Q4 		$11K Buy
909
+82
+10% +$975 ﹤0.01% 1095
2019
Q3 		$9K Buy
827
+399
+93% +$4.49K ﹤0.01% 1067
2019
Q2 		$5K Sell
428
-3,814
-90% -$46.7K ﹤0.01% 1230
2019
Q1 		$51K Buy
4,242
+3,719
+711% +$47.1K 0.01% 548
2018
Q4 		$6K Sell
523
-3,226
-86% -$43.8K ﹤0.01% 1037
2018
Q3 		$51K Sell
3,749
-15
-0.4% -$236 0.01% 543
2018
Q2 		$58K Buy
3,764
+2,089
+125% +$34K 0.01% 511
2018
Q1 		$30K Sell
1,675
-63
-4% -$1.2K ﹤0.01% 614
2017
Q4 		$32K Buy
1,738
+1,015
+140% +$17.6K 0.01% 571
2017
Q3 		$12K Buy
+723
New +$12.4K ﹤0.01% 666

Other funds holding UBS

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $160M AUM 18.68% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $197M AUM 31.1% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return

Valeo Financial Advisors's UBS Position: Q3 2026 in Review

Valeo Financial Advisors increased its UBS Group (UBS) stake by 16% in Q3 2026, buying an estimated $109K and bringing the position to 14,728 shares worth $709K. The position accounts for 0.01% of the portfolio, ranked #374.

Valeo Financial Advisors first reported a position in UBS in Q3 2017 and has held it in 30 quarters since. The position peaked at $924K in Q3 2024. 33 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Valeo Financial Advisors held 14,728 shares of UBS Group worth $709K as of Q3 2026.
  • Valeo Financial Advisors bought 2,079 UBS Group shares in Q3 2026, an estimated $109K.
  • UBS Group made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #374 holding.
  • Valeo Financial Advisors first reported a position in UBS Group in Q3 2017 and has held it in 30 quarters since.
  • Valeo Financial Advisors's UBS Group position peaked at $924K in Q3 2024.
  • 33 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.