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Advantage Trust Company’s United-Guardian UG Stock Holding History

Advantage Trust Company’s Portfolio UG Stock Details UG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$714 Buy
+100
New +$695 ﹤0.01% 194
2025
Q4 		– Sell
-100
Closed -$786 – 181
2025
Q3 		$786 Hold
100
– – ﹤0.01% 191
2025
Q2 		$800 Buy
+100
New +$827 ﹤0.01% 207

Other funds holding UG

RB
Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

Advantage Trust Company's UG Position: Q2 2026 in Review

Advantage Trust Company opened a new position in United-Guardian (UG) in Q2 2026: 100 shares worth $714. The stake represents ﹤0.01% of the portfolio and ranks #194 among its holdings. This is a return to the name: Advantage Trust Company previously reported a position in UG as recently as Q3 2025.

Advantage Trust Company first reported a position in UG in Q2 2025 and has held it in 3 quarters since. The position peaked at $800 in Q2 2025. 8 funds tracked by Wall St. Rank hold UG as of Q2 2026.

  • Advantage Trust Company held 100 shares of United-Guardian worth $714 as of Q2 2026.
  • United-Guardian was a new Advantage Trust Company position in Q2 2026.
  • United-Guardian made up ﹤0.01% of Advantage Trust Company's portfolio in Q2 2026, its #194 holding.
  • Advantage Trust Company first reported a position in United-Guardian in Q2 2025 and has held it in 3 quarters since.
  • Advantage Trust Company's United-Guardian position peaked at $800 in Q2 2025.
  • 8 funds tracked by Wall St. Rank held United-Guardian as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.