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Savant Capital, LLC

SEC CIK
0001482880
Latest filing
Aug 10, 2026

UBS holding history

UBS Group AG in every 13F filed by Savant Capital, LLC, 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)
47,292
Value
$2.24M
% of portfolio
<0.1%
Quarters held
8
Since Q3 2023
Holdings of UBS by Savant Capital, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202647,292$2.24M<0.1%+30,695+184.9%AddedHolders
Q1 202616,597$648.4K<0.1%+3,011+22.2%AddedHolders
Q4 202513,586$629.2K<0.1%+2,429+21.8%AddedHolders
Q3 202511,157$457.4K<0.1%+5,034+82.2%AddedHolders
Q2 20256,123$207.1K<0.1%+6,123NewHolders
Q1 20250$00.0%−7,610−100.0%Sold outHolders
Q4 20247,610$230.7K<0.1%+659+9.5%AddedHolders
Q3 20246,951$214.9K<0.1%+6,951NewHolders
Q4 20230$00.0%−8,332−100.0%Sold outHolders
Q3 20238,332$205.4K<0.1%+8,332NewHolders