D.A. Davidson & Co.
- SEC CIK
- 0001080107
- Latest filing
- Jul 24, 2026
UBS holding history
UBS Group AG in every 13F filed by D.A. Davidson & Co., 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)
- 10,568
- Value
- $523.8K
- % of portfolio
- <0.1%
- Quarters held
- 11
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 10,568 | $523.8K | <0.1% | −263−2.4% | Reduced | Holders |
| Q1 2026 | 10,831 | $423.2K | <0.1% | +112+1.0% | Added | Holders |
| Q4 2025 | 10,719 | $496.4K | <0.1% | +793+8.0% | Added | Holders |
| Q3 2025 | 9,926 | $407.0K | <0.1% | +24+0.2% | Added | Holders |
| Q2 2025 | 9,902 | $334.9K | <0.1% | +82+0.8% | Added | Holders |
| Q1 2025 | 9,820 | $300.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 9,820 | $297.7K | <0.1% | +70+0.7% | Added | Holders |
| Q3 2024 | 9,750 | $301.4K | <0.1% | +20+0.2% | Added | Holders |
| Q2 2024 | 9,730 | $287.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 9,730 | $298.9K | <0.1% | −73−0.7% | Reduced | Holders |
| Q4 2023 | 9,803 | $302.9K | <0.1% | +9,803 | New | Holders |