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Livermore
Livermore
ZHEN

FDx Advisors, Inc.

SEC CIK
0001566601
Latest filing
Aug 4, 2026

UBS holding history

UBS Group AG in every 13F filed by FDx Advisors, 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)
11,797
Value
$585.0K
% of portfolio
0.2%
Quarters held
19
Since Q1 2021
Holdings of UBS by FDx Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,797$585.0K0.2%−234−1.9%ReducedHolders
Q1 202612,031$470.0K0.2%+12,031NewHolders
Q4 20250$00.0%−12,301−100.0%Sold outHolders
Q3 202512,301$472.0K0.1%−856−6.5%ReducedHolders
Q2 202513,157$445.0K0.1%−222−1.7%ReducedHolders
Q1 202513,379$410.0K0.1%−442−3.2%ReducedHolders
Q4 202413,821$419.0K0.1%−799−5.5%ReducedHolders
Q3 202414,620$452.0K0.1%−837−5.4%ReducedHolders
Q2 202415,457$457.0K0.1%−724−4.5%ReducedHolders
Q1 202416,181$497.0K0.1%−418−2.5%ReducedHolders
Q4 202316,599$513.0K<0.1%+16,599NewHolders
Q2 20230$00.0%−12,272−100.0%Sold outHolders
Q1 202312,272$229.0K<0.1%00.0%UnchangedHolders
Q4 202212,272$229.0K<0.1%−2,098−14.6%ReducedHolders
Q3 202214,370$209.0K<0.1%+308+2.2%AddedHolders
Q2 202214,062$228.0K<0.1%−848−5.7%ReducedHolders
Q1 202214,910$291.0K<0.1%−12,074−44.7%ReducedHolders
Q4 202126,984$482.0K<0.1%−721−2.6%ReducedHolders
Q3 202127,705$442.0K<0.1%+2,587+10.3%AddedHolders
Q2 202125,118$385.0K<0.1%+1,383+5.8%AddedHolders
Q1 202123,735$369.0K<0.1%––Holders

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