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Wedmont Private Capital’s UBS Group UBS Stock Holding History

Wedmont Private Capital’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 		$402K Buy
8,551
+101
+1% +$5.31K 0.01% 661
2026
Q2 		$440K Sell
8,450
-983
-10% -$44.8K 0.01% 593
2026
Q1 		$390K Sell
9,433
-487
-5% -$20.8K 0.01% 581
2025
Q4 		$469K Buy
9,920
+609
+7% +$24.6K 0.02% 499
2025
Q3 		$381K Buy
9,311
+71
+0.8% +$2.76K 0.01% 546
2025
Q2 		$331K Buy
9,240
+146
+2% +$4.52K 0.01% 540
2025
Q1 		$259K Sell
9,094
-179
-2% -$5.97K 0.01% 558
2024
Q4 		$300K Buy
9,273
+100
+1% +$3.17K 0.02% 536
2024
Q3 		$287K Buy
9,173
+879
+11% +$26.4K 0.02% 524
2024
Q2 		$259K Buy
8,294
+768
+10% +$22.8K 0.02% 542
2024
Q1 		$232K Buy
7,526
+231
+3% +$6.82K 0.02% 522
2023
Q4 		$221K Buy
+7,295
New +$192K 0.02% 504

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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return

Wedmont Private Capital's UBS Position: Q3 2026 in Review

Wedmont Private Capital increased its UBS Group (UBS) stake by 1.2% in Q3 2026, buying an estimated $5.31K and bringing the position to 8,551 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #661.

Wedmont Private Capital first reported a position in UBS in Q4 2023 and has held it in 12 quarters since. The position peaked at $469K in Q4 2025. 33 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Wedmont Private Capital held 8,551 shares of UBS Group worth $402K as of Q3 2026.
  • Wedmont Private Capital bought 101 UBS Group shares in Q3 2026, an estimated $5.31K.
  • UBS Group made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #661 holding.
  • Wedmont Private Capital first reported a position in UBS Group in Q4 2023 and has held it in 12 quarters since.
  • Wedmont Private Capital's UBS Group position peaked at $469K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.