STBF — TRUST FOR PROFESSIONAL MANAG

Ownership history in UBS Group AG  ·  3 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in TRUST FOR PROFESSIONAL MANAG (STBF). 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 879 +712 +426.3% 0.00% $22K $24.90
2025 Q1 REDUCED 167 -314 -65.3% 0.00% $4K $24.17
2024 Q4 INITIATED 481 — — 0.00% $12K $23.79
% of Fund (quarterly)    STBF price (monthly, adj. close)

Other funds also holding STBF

As of 2025 Q4 — sorted by position size

Chicago Wealth Management, Inc. 3Y 0.3% ROTHSCHILD INVESTMENT LLC 0.24% Acorn Wealth Advisors, LLC 3Y 7Y 0.11% Summit Financial, LLC 3Y 7Y 0.01% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.0% Private Advisor Group, LLC 3Y 7Y 0.0% Geneos Wealth Management Inc. 3Y 0.0% D.A. DAVIDSON & CO. 3Y 7Y 0.0% CWM, LLC 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0%
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