Advisor Resource Council
U icon

Advisor Resource Council’s Unity U Stock Holding History

Advisor Resource Council’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$243K Buy
+5,326
New +$205K 0.08% 215

Other funds holding U

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
BPIA
Broad Peak Investment Advisers Singapore $465M AUM 74.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Advisor Resource Council's U Position: Q3 2026 in Review

Advisor Resource Council opened a new position in Unity (U) in Q3 2026: 5,326 shares worth $243K. The stake represents 0.08% of the portfolio and ranks #215 among its holdings.

271 funds tracked by Wall St. Rank hold U as of Q3 2026.

  • Advisor Resource Council held 5,326 shares of Unity worth $243K as of Q3 2026.
  • Unity was a new Advisor Resource Council position in Q3 2026.
  • Unity made up 0.08% of Advisor Resource Council's portfolio in Q3 2026, its #215 holding.
  • 271 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on Advisor Resource Council's 13F filing for Q3 2026, filed 5 Nov 2026.