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OFAL — OFA GROUP

Reported value held$20.79K
Funds holding (latest)2
SectorConsumer Discretionary
Funds holding (Q2 2026)2
Institutional value$20.79K · 111.69K sh
New / Add / Cut / Exit1 / 1 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +279127.5% (+111.65K sh)
Institutional value change Up +103830.0%

As of Q2 2026, 2 SEC-registered investment managers reported holding OFAL (OFA GROUP) in their latest 13F filings, with a combined reported value of $20.79K across 111.69K shares. That is +279127.5% by share count (+111.65K shares) versus the previous quarter, while reported value moved +103830.0%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

OFAL is classified in the Consumer Discretionary sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 2 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 88.31K $16.43K 0.00% Add
Citadel Advisors history 23.39K $4.36K 0.00% New

Q1 2026 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 40 $20 0.00% Hold

Q4 2025 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 40 $26 0.00% Reduce

Q3 2025 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 1.70K $2.12K 0.00% Reduce

Q2 2025 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 2.36K $4.16K 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 2 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025
UBS Group AG 88.31K 40 40 1.70K 2.36K
Citadel Advisors 23.39K — — — —

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