Barclays’s United-Guardian UG Stock Holding History

Barclays’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 Q4	–	Sell	-2	Closed	-$16	–	5704
2025 Q3	$16	Buy	+2	New	+$16	﹤0.01%	5375
2019 Q4	–	Sell	-19	Closed	–	–	6832
2019 Q3	$0	Buy	+19	New	+$370	﹤0.01%	7139

Other funds holding UG

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Barclays's UG Position: Q4 2025 in Review

Barclays sold out of United-Guardian (UG) in Q4 2025, closing a stake of 2 shares — an estimated $16 sold.

Barclays first reported a position in UG in Q3 2019 and held it in 2 quarters. The position peaked at $16 in Q3 2025. 26 funds tracked by Wall St. Rank hold UG as of Q4 2025.

Barclays reported no remaining United-Guardian position as of Q4 2025 after selling out during the quarter.
Barclays sold 2 United-Guardian shares in Q4 2025, an estimated $16.
Barclays first reported a position in United-Guardian in Q3 2019 and held it in 2 quarters.
Barclays's United-Guardian position peaked at $16 in Q3 2025.
26 funds tracked by Wall St. Rank held United-Guardian as of Q4 2025.

Based on Barclays's 13F filing for Q4 2025, filed 13 Feb 2026.