WSFS
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Wilmington Savings Fund Society’s UBS Group UBS Stock Holding History

Wilmington Savings Fund Society’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$112K Sell
3,297
-7,629
-70% -$258K ﹤0.01% 986
2025
Q1 		$335K Sell
10,926
-689
-6% -$21.1K 0.01% 673
2024
Q4 		$352K Sell
11,615
-190
-2% -$5.76K 0.01% 670
2024
Q3 		$365K Buy
+11,805
New +$365K 0.01% 652