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Caldwell Sutter Capital’s United-Guardian UG Stock Holding History

Caldwell Sutter Capital’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 		$23.7K Hold
3,324
– – 0.01% 508
2026
Q1 		$22.3K Hold
3,324
– – 0.01% 469
2025
Q4 		$20.5K Buy
+3,324
New +$22K 0.01% 469

Other funds holding UG

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RB
Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Geode Capital Management
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

Caldwell Sutter Capital's UG Position: Q2 2026 in Review

Caldwell Sutter Capital held its United-Guardian (UG) position steady in Q2 2026 at 3,324 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #508.

Caldwell Sutter Capital first reported a position in UG in Q4 2025 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold UG as of Q2 2026.

  • Caldwell Sutter Capital held 3,324 shares of United-Guardian worth $23.7K as of Q2 2026.
  • Caldwell Sutter Capital left its United-Guardian share count unchanged in Q2 2026.
  • United-Guardian made up 0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #508 holding.
  • Caldwell Sutter Capital first reported a position in United-Guardian in Q4 2025 and has held it in 3 quarters since.
  • 28 funds tracked by Wall St. Rank held United-Guardian as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.