PCIG — LITMAN GREGORY FDS TR

Ownership history in UBS Group AG  ·  5 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in LITMAN GREGORY FDS TR (PCIG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 3,703 +2,842 +330.1% 0.00% $35K $9.35
2025 Q2 ADDED 861 +802 +1359.3% 0.00% $8K $9.85
2024 Q4 REDUCED 59 -122 -67.4% 0.00% $539 $9.12
2024 Q3 ADDED 181 +104 +135.1% 0.00% $2K $9.89
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% of Fund (quarterly)    PCIG price (monthly, adj. close)

Other funds also holding PCIG

As of 2025 Q4 — sorted by position size

BridgePort Financial Solutions, LLC 0.05% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.04% Orion Porfolio Solutions, LLC 3Y 7Y 0.0% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.0% Aptus Capital Advisors, LLC 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0% CITADEL ADVISORS LLC 3Y 7Y 0.0% LPL Financial LLC 3Y 7Y 0.0% JANE STREET GROUP, LLC 3Y 7Y 0.0%
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