Cypress Wealth Services
URG icon

Cypress Wealth Services’s Ur-Energy URG Stock Holding History

Cypress Wealth Services’s Portfolio URG Stock Details URG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$11.5K Hold
10,282
– – ﹤0.01% 433
2026
Q2 		$14K Hold
10,282
– – ﹤0.01% 435
2026
Q1 		$15.3K Hold
10,282
– – ﹤0.01% 397
2025
Q4 		$14.3K Buy
+10,282
New +$15.2K ﹤0.01% 389

Other funds holding URG

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Azarias Capital Management
Azarias Capital Management Berwyn, Pennsylvania $168M AUM 10.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Verity Asset Management
Verity Asset Management Durham, North Carolina $259M AUM 21.69% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Cypress Wealth Services's URG Position: Q3 2026 in Review

Cypress Wealth Services held its Ur-Energy (URG) position steady in Q3 2026 at 10,282 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Cypress Wealth Services first reported a position in URG in Q4 2025 and has held it in 4 quarters since. The position peaked at $15.3K in Q1 2026. 56 funds tracked by Wall St. Rank hold URG as of Q3 2026.

  • Cypress Wealth Services held 10,282 shares of Ur-Energy worth $11.5K as of Q3 2026.
  • Cypress Wealth Services left its Ur-Energy share count unchanged in Q3 2026.
  • Ur-Energy made up ﹤0.01% of Cypress Wealth Services's portfolio in Q3 2026, its #433 holding.
  • Cypress Wealth Services first reported a position in Ur-Energy in Q4 2025 and has held it in 4 quarters since.
  • Cypress Wealth Services's Ur-Energy position peaked at $15.3K in Q1 2026.
  • 56 funds tracked by Wall St. Rank held Ur-Energy as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.