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Trust Point Inc.

SEC CIK
0001635633
Latest filing
Jul 8, 2026

UBS holding history

UBS Group AG in every 13F filed by Trust Point 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)
13,926
Value
$690.2K
% of portfolio
0.1%
Quarters held
5
Since Q2 2025
Holdings of UBS by Trust Point Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,926$690.2K0.1%+288+2.1%AddedHolders
Q1 202613,638$532.8K<0.1%+2,218+19.4%AddedHolders
Q4 202511,420$528.9K<0.1%+2,888+33.8%AddedHolders
Q3 20258,532$349.8K<0.1%+2,095+32.5%AddedHolders
Q2 20256,437$217.7K<0.1%+6,437NewHolders