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AFG Fiduciary Services’s Universal Technical Institute UTI Stock Holding History

AFG Fiduciary Services’s Portfolio UTI Stock Details UTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,500
Closed -$206K – 93
2025
Q3 		$206K Hold
6,500
– – 0.12% 84
2025
Q2 		$212K Buy
+6,500
New +$204K 0.14% 79

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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AFG Fiduciary Services's UTI Position: Q4 2025 in Review

AFG Fiduciary Services sold out of Universal Technical Institute (UTI) in Q4 2025, closing a stake of 6,500 shares — an estimated $206K sold.

AFG Fiduciary Services first reported a position in UTI in Q2 2025 and held it in 2 quarters. The position peaked at $212K in Q2 2025. 228 funds tracked by Wall St. Rank hold UTI as of Q4 2025.

  • AFG Fiduciary Services reported no remaining Universal Technical Institute position as of Q4 2025 after selling out during the quarter.
  • AFG Fiduciary Services sold 6,500 Universal Technical Institute shares in Q4 2025, an estimated $206K.
  • AFG Fiduciary Services first reported a position in Universal Technical Institute in Q2 2025 and held it in 2 quarters.
  • AFG Fiduciary Services's Universal Technical Institute position peaked at $212K in Q2 2025.
  • 228 funds tracked by Wall St. Rank held Universal Technical Institute as of Q4 2025.

Based on AFG Fiduciary Services's 13F filing for Q4 2025, filed 6 Jan 2026.