AFC
U icon

Ares Financial Consulting’s Unity U Stock Holding History

Ares Financial Consulting’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
Q2 		$3.34K Hold
117
– – ﹤0.01% 807
2026
Q1 		$2.57K Hold
117
– – ﹤0.01% 804
2025
Q4 		$5.17K Buy
+117
New +$4.77K ﹤0.01% 480

Other funds holding U

BPIA
Broad Peak Investment Advisers Singapore $544M AUM 132.56% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Ares Financial Consulting's U Position: Q2 2026 in Review

Ares Financial Consulting held its Unity (U) position steady in Q2 2026 at 117 shares worth $3.34K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Ares Financial Consulting first reported a position in U in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.17K in Q4 2025. 208 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Ares Financial Consulting held 117 shares of Unity worth $3.34K as of Q2 2026.
  • Ares Financial Consulting left its Unity share count unchanged in Q2 2026.
  • Unity made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #807 holding.
  • Ares Financial Consulting first reported a position in Unity in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Unity position peaked at $5.17K in Q4 2025.
  • 208 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.