LFSC β€” RBB FD INC

Ownership history in UBS Group AG  Β·  3 quarters on record

AI Ownership Summary

UBS Group AG reported RBB FD INC (LFSC) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q4. The latest visible filing shows LFSC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LFSC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UBS Group AG's position in RBB FD INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LFSC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How UBS Group AG held LFSC β€” position size vs. price
% of Fund (quarterly)    LFSC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 345 -508 -59.6% 0.00% $13K 2026-02-14 (Est.) $35.61
2025 Q2 ADDED 853 +845 +10562.5% 0.00% $21K 2025-08-14 $27.11
2025 Q1 INITIATED 8 β€” β€” 0.00% $180 2025-05-13 $23.09

FAQ About UBS Group AG and LFSC

These are the practical questions this page is built to answer before you even open the full history table.

How long has UBS Group AG reported owning LFSC?

UBS Group AG reported LFSC across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported LFSC position in UBS Group AG's portfolio?

The largest reported portfolio weight for LFSC was 0.00% in 2025 Q2.

What is the latest reported LFSC position on this page?

The most recent filing on this page is 2025 Q4, when UBS Group AG reported 345 shares, equal to 0.00% of portfolio, with an estimated market value of $13K.

What does the chart on this LFSC ownership page compare?

The chart compares UBS Group AG's quarterly LFSC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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