Bridgeway Capital Management’s United-Guardian UG Stock Holding History

Bridgeway Capital Management’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
2026 Q2	–	Sell	-13,466	Closed	-$89.3K	–	1316
2026 Q1	$89.3K	Hold	13,466	–	–	﹤0.01%	1131
2025 Q4	$83K	Hold	13,466	–	–	﹤0.01%	1151
2025 Q3	$105K	Hold	13,466	–	–	﹤0.01%	1106
2025 Q2	$107K	Hold	13,466	–	–	﹤0.01%	1062
2025 Q1	$121K	Hold	13,466	–	–	﹤0.01%	1003
2024 Q4	$130K	Hold	13,466	–	–	﹤0.01%	1076
2024 Q3	$214K	Hold	13,466	–	–	﹤0.01%	1048
2024 Q2	$120K	Hold	13,466	–	–	﹤0.01%	1146
2024 Q1	$104K	Hold	13,466	–	–	﹤0.01%	1206
2023 Q4	$97K	Hold	13,466	–	–	﹤0.01%	1245
2023 Q3	$101K	Hold	13,466	–	–	﹤0.01%	1229
2023 Q2	$115K	Hold	13,466	–	–	﹤0.01%	1238
2023 Q1	$125K	Hold	13,466	–	–	﹤0.01%	1194
2022 Q4	$140K	Hold	13,466	–	–	﹤0.01%	1164
2022 Q3	$153K	Hold	13,466	–	–	﹤0.01%	1190
2022 Q2	$202K	Hold	13,466	–	–	﹤0.01%	1089
2022 Q1	$304K	Sell	13,466 -3,734	-22%	-$69.6K	0.01%	1075
2021 Q4	$282K	Sell	17,200 -382	-2%	-$5.76K	0.01%	1112
2021 Q3	$249K	Sell	17,582 -8,418	-32%	-$128K	﹤0.01%	1184
2021 Q2	$390K	Sell	26,000 -3,500	-12%	-$54.1K	0.01%	1136
2021 Q1	$447K	Buy	29,500 +10,000	+51%	+$144K	0.01%	1115
2020 Q4	$278K	Hold	19,500	–	–	0.01%	1142
2020 Q3	$293K	Sell	19,500 -4,500	-19%	-$67.2K	0.01%	1078
2020 Q2	$355K	Buy	24,000 +1,500	+7%	+$22.4K	0.01%	978
2020 Q1	$325K	Hold	22,500	–	–	0.01%	904
2019 Q4	$442K	Hold	22,500	–	–	0.01%	1032
2019 Q3	$422K	Hold	22,500	–	–	0.01%	1015
2019 Q2	$423K	Hold	22,500	–	–	0.01%	1021
2019 Q1	$431K	Hold	22,500	–	–	0.01%	1067
2018 Q4	$413K	Buy	22,500 +12,500	+125%	+$215K	0.01%	1058
2018 Q3	$162K	Hold	10,000	–	–	﹤0.01%	1347
2018 Q2	$192K	Hold	10,000	–	–	﹤0.01%	1311
2018 Q1	$176K	Hold	10,000	–	–	﹤0.01%	1280
2017 Q4	$185K	Hold	10,000	–	–	﹤0.01%	1285
2017 Q3	$188K	Hold	10,000	–	–	﹤0.01%	1288
2017 Q2	$155K	Hold	10,000	–	–	﹤0.01%	1325
2017 Q1	$147K	Hold	10,000	–	–	﹤0.01%	1312
2016 Q4	$155K	Hold	10,000	–	–	﹤0.01%	1338
2016 Q3	$146K	Hold	10,000	–	–	﹤0.01%	1358
2016 Q2	$161K	Hold	10,000	–	–	﹤0.01%	1342
2016 Q1	$207K	Hold	10,000	–	–	﹤0.01%	1296
2015 Q4	$192K	Hold	10,000	–	–	﹤0.01%	1311
2015 Q3	$180K	Hold	10,000	–	–	﹤0.01%	1325
2015 Q2	$191K	Buy	+10,000	New	+$198K	﹤0.01%	1364
2014 Q4	–	Sell	-10,000	Closed	-$223K	–	1513
2014 Q3	$223K	Sell	10,000 -50	-0.5%	-$1.25K	0.01%	1321
2014 Q2	$287K	Hold	10,050	–	–	0.01%	1263
2014 Q1	$294K	Buy	10,050 +50	+0.5%	+$1.41K	0.01%	1251
2013 Q4	$282K	Hold	10,000	–	–	0.01%	1238
2013 Q3	$251K	Buy	+10,000	New	+$263K	0.01%	1263

Other funds holding UG

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return

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

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Bridgeway Capital Management's UG Position: Q2 2026 in Review

Bridgeway Capital Management sold out of United-Guardian (UG) in Q2 2026, closing a stake of 13,466 shares — an estimated $89.3K sold.

Bridgeway Capital Management first reported a position in UG in Q3 2013 and held it in 49 quarters. The position peaked at $447K in Q1 2021. 28 funds tracked by Wall St. Rank hold UG as of Q2 2026.

Bridgeway Capital Management reported no remaining United-Guardian position as of Q2 2026 after selling out during the quarter.
Bridgeway Capital Management sold 13,466 United-Guardian shares in Q2 2026, an estimated $89.3K.
Bridgeway Capital Management first reported a position in United-Guardian in Q3 2013 and held it in 49 quarters.
Bridgeway Capital Management's United-Guardian position peaked at $447K in Q1 2021.
28 funds tracked by Wall St. Rank held United-Guardian as of Q2 2026.

Based on Bridgeway Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.