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American Trust

SEC CIK
0001905128
Latest filing
Aug 14, 2026

UBS holding history

UBS Group AG in every 13F filed by American Trust, 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)
4,502
Value
$223.1K
% of portfolio
<0.1%
Quarters held
3
Since Q4 2023
Holdings of UBS by American Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,502$223.1K<0.1%+4,502NewHolders
Q1 20260$00.0%−4,879−100.0%Sold outHolders
Q4 20254,879$225.9K<0.1%+4,879NewHolders
Q1 20240$00.0%−9,217−100.0%Sold outHolders
Q4 20239,217$284.8K<0.1%+9,217NewHolders