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Ameritas Advisory Services’s United-Guardian UG Stock Holding History

Ameritas Advisory Services’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
2025
Q3 		– Sell
-1
Closed -$8 – 2885
2025
Q2 		$8 Buy
+1
New +$8 ﹤0.01% 2826
2024
Q1 		– Sell
-35,392
Closed -$255K – 916
2023
Q4 		$255K Sell
35,392
-16,304
-32% -$119K 0.01% 593
2023
Q3 		$389K Buy
+51,696
New +$403K 0.02% 566
2023
Q2 		– Sell
-45,165
Closed -$463K – 2388
2023
Q1 		$463K Buy
45,165
+1,103
+3% +$11.9K 0.02% 501
2022
Q4 		$458K Buy
+44,062
New +$530K 0.02% 560

Other funds holding UG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RB
Rodgers Brothers Harmony, Pennsylvania $866M AUM 30.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $875M AUM 20.28% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameritas Advisory Services's UG Position: Q3 2025 in Review

Ameritas Advisory Services sold out of United-Guardian (UG) in Q3 2025, closing a stake of 1 share — an estimated $8 sold.

Ameritas Advisory Services first reported a position in UG in Q4 2022 and held it in 5 quarters. The position peaked at $463K in Q1 2023. 31 funds tracked by Wall St. Rank hold UG as of Q3 2025.

  • Ameritas Advisory Services reported no remaining United-Guardian position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 1 United-Guardian share in Q3 2025, an estimated $8.
  • Ameritas Advisory Services first reported a position in United-Guardian in Q4 2022 and held it in 5 quarters.
  • Ameritas Advisory Services's United-Guardian position peaked at $463K in Q1 2023.
  • 31 funds tracked by Wall St. Rank held United-Guardian as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.