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Country Trust Bank’s Unity U Stock Holding History

Country Trust Bank’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 		$1K Hold
35
– – ﹤0.01% 576
2026
Q1 		$768 Buy
+35
New +$971 ﹤0.01% 528

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WT
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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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return

Country Trust Bank's U Position: Q2 2026 in Review

Country Trust Bank held its Unity (U) position steady in Q2 2026 at 35 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Country Trust Bank first reported a position in U in Q1 2026 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Country Trust Bank held 35 shares of Unity worth $1K as of Q2 2026.
  • Country Trust Bank left its Unity share count unchanged in Q2 2026.
  • Unity made up ﹤0.01% of Country Trust Bank's portfolio in Q2 2026, its #576 holding.
  • Country Trust Bank first reported a position in Unity in Q1 2026 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Country Trust Bank's 13F filing for Q2 2026, filed 15 Jul 2026.