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CAFXCAFX
6 quarters

Position history for UBS Group AGUBS Group AG's holdings in PROFESIONALLY MANAGED PORTFO

No. Ubs exited its CAFX (Profesionally Managed Portfo) position in Q2 2026. Its Q1 2026 13F listed 176 shares worth $4,366. Ubs first reported CAFX in Q4 2024 and held it in 4 quarterly 13F filings.

Final Value

$0

Final Shares

0

Total Value Change

-$44,774

Total Shares Change

-1,832

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Exited
0
-100.0%
$00.0%$24.54
0
2026-Q1
Decreased
176
-22.5%
$4,3660.0%$24.47
0
2025-Q4
Decreased
227
-61.9%
$5,6780.0%$24.44
0
2025-Q3
New
595
-
$14,8870.0%$24.19
28
2025-Q1
Exited
0
-100.0%
$00.0%$23.50
0
2024-Q4
New
1,832
-
$44,7740.0%$22.96
31

Other major holders of CAFX: OSAIC HOLDINGS, INC., ENVESTNET ASSET MANAGEMENT INC

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