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EQUITABLE TRUST CO UBS Position History
UBS Group AG • Financial Services
Quarters held
10
Latest value
$3.4M
Q3 2026
Peak value
$3.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $31K |
| Q3 2025 | $3M |
| Q4 2025 | $35K |
| Q4 2025 | $3.4M |
| Q1 2026 | $30K |
| Q1 2026 | $2.9M |
| Q2 2026 | $24K |
| Q2 2026 | $3.7M |
| Q3 2026 | $23K |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 71.4K | — | — |
| Q3 2026 | $23K | 484 | — | — |
| Q2 2026 | $3.7M | 73.9K | — | — |
| Q2 2026 | $24K | 484 | — | — |
| Q1 2026 | $2.9M | 74.2K | — | — |
| Q1 2026 | $30K | 760 | — | — |
| Q4 2025 | $3.4M | 72.9K | — | — |
| Q4 2025 | $35K | 760 | — | — |
| Q3 2025 | $3M | 73.4K | — | — |
| Q3 2025 | $31K | 760 | — | — |
Other funds holding UBS
$4.4B
$3.8B
$3.4B
$3.3B
$3.1B
$3.1B