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Livermore
Livermore
ZHEN

Stephens Inc

SEC CIK
0000757657
Latest filing
Jul 29, 2026

UBS holding history

UBS Group AG in every 13F filed by Stephens Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UBS overviewAll 13F holders of UBSFull Q2 2026 holdings

Shares (Q2 2026)
12,502
Value
$619.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UBS by Stephens Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,502$619.6K<0.1%+1,654+15.2%AddedHolders
Q1 202610,848$423.8K<0.1%−1,291−10.6%ReducedHolders
Q4 202512,139$562.2K<0.1%+1,274+11.7%AddedHolders
Q3 202510,865$445.5K<0.1%00.0%UnchangedHolders
Q2 202510,865$367.5K<0.1%−25−0.2%ReducedHolders
Q1 202510,890$333.6K<0.1%+458+4.4%AddedHolders
Q4 202410,432$316.3K<0.1%00.0%UnchangedHolders
Q3 202410,432$322.5K<0.1%00.0%UnchangedHolders
Q2 202410,432$308.2K<0.1%00.0%UnchangedHolders
Q1 202410,432$320.5K<0.1%−444−4.1%ReducedHolders
Q4 202310,876$336.1K<0.1%−223−2.0%ReducedHolders
Q3 202311,099$273.6K<0.1%+906+8.9%AddedHolders
Q2 202310,193$206.6K<0.1%−633−5.8%ReducedHolders
Q1 202310,826$231.0K<0.1%+308+2.9%AddedHolders
Q4 202210,518$196.4K<0.1%00.0%UnchangedHolders
Q3 202210,518$153.0K<0.1%−85−0.8%ReducedHolders
Q2 202210,603$172.0K<0.1%−1,733−14.0%ReducedHolders
Q1 202212,336$241.0K<0.1%00.0%UnchangedHolders
Q4 202112,336$220.0K<0.1%−84−0.7%ReducedHolders
Q3 202112,420$198.0K<0.1%−190−1.5%ReducedHolders
Q2 202112,610$193.0K<0.1%+24+0.2%AddedHolders
Q1 202112,586$195.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.