Brown Financial Advisors

SEC CIK: 0002035548
Latest filing: Aug 26, 2026

SEC filings (opens in a new tab)

UBS holding history

UBS Group AG in every 13F filed by Brown Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UBS overview All 13F holders of UBS Full Q2 2026 holdings

Shares (Q2 2026): 6,844
Value: $339.2K
% of portfolio: 0.1%
Quarters held: 3; Since Q2 2024

Holdings of UBS by Brown Financial Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6,844	$339.2K	0.1%	−137−2.0%	Reduced	Holders
Q1 2026	6,981	$272.7K	0.1%	+6,981	New	Holders
Q3 2024	0	$0	0.0%	−54−100.0%	Sold out	Holders
Q2 2024	54	$1.59K	<0.1%	–	No prior filing	Holders