First Affirmative Financial Network
CCU icon

First Affirmative Financial Network’s Compañía de Cervecerías Unidas CCU Stock Holding History

First Affirmative Financial Network’s Portfolio CCU Stock Details CCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$185K Buy
+17,753
New +$205K 0.04% 383
2026
Q1 		$210K Buy
+18,464
New +$246K 0.08% 291
2025
Q3 		$143K Buy
+11,792
New +$144K 0.07% 280

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Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Physician Wealth Advisors
Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

First Affirmative Financial Network's CCU Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Compañía de Cervecerías Unidas (CCU) in Q3 2026: 17,753 shares worth $185K. The stake represents 0.04% of the portfolio and ranks #383 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in CCU as recently as Q1 2026.

First Affirmative Financial Network first reported a position in CCU in Q3 2025 and has held it in 3 quarters since. The position peaked at $210K in Q1 2026. 11 funds tracked by Wall St. Rank hold CCU as of Q3 2026.

  • First Affirmative Financial Network held 17,753 shares of Compañía de Cervecerías Unidas worth $185K as of Q3 2026.
  • Compañía de Cervecerías Unidas was a new First Affirmative Financial Network position in Q3 2026.
  • Compañía de Cervecerías Unidas made up 0.04% of First Affirmative Financial Network's portfolio in Q3 2026, its #383 holding.
  • First Affirmative Financial Network first reported a position in Compañía de Cervecerías Unidas in Q3 2025 and has held it in 3 quarters since.
  • First Affirmative Financial Network's Compañía de Cervecerías Unidas position peaked at $210K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.