Security record
UFG
name pending profile ingest
2Tracked holders
0Δ holders
40.44KShares held
$31,392Reported value
+1New positions
−1Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 40.44K | $31,392 | +1 | −1 |
| Q1 2026 | 2 | -1 | 59.73K | $47,800 | — | −1 |
| Q4 2025 | 3 | -3 | 56.55K | $38,424 | — | −3 |
| Q3 2025 | 3 | +1 | 109.37K | $907,804 | +1 | — |
| Q1 2025 | 1 | +1 | 88.48K | $486,662 | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 37.94K | +1004.2% | $29,442 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | UBS Group AG | 37.94K | +1004.2% | $29,442 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 2.50K | New | $1,950 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Osaic Holdings, Inc. | $1,950 | 0.0% |
Exited
| Hrt Financial Lp | $45,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 5 holders, 126.47K shares, $57,241 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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