TRIO EA SERIES TRUST

Ownership history in UBS Group AG  ·  2 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in EA SERIES TRUST (TRIO). 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 516 +260 +101.6% 0.00% $34K $65.20
2025 Q2 INITIATED 256 0.00% $16K $62.56
% of Fund (quarterly)    TRIO price (monthly, adj. close)

Other funds also holding TRIO

As of 2025 Q4 — sorted by position size

McCarthy & Cox 19.59% KINTRA WEALTH, LLC 3Y 15.24%
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