First Pacific Financial’s Unity U Stock Holding History

First Pacific Financial’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	$1.31K	Hold	46	–	–	﹤0.01%	493
2026 Q1	$1.01K	Hold	46	–	–	﹤0.01%	581
2025 Q4	$2.03K	Hold	46	–	–	﹤0.01%	443
2025 Q3	$1.84K	Hold	46	–	–	﹤0.01%	438
2025 Q2	$1.11K	Hold	46	–	–	﹤0.01%	461
2025 Q1	$902	Hold	46	–	–	﹤0.01%	507
2024 Q4	$1.03K	Hold	46	–	–	﹤0.01%	381
2024 Q3	$1.04K	Hold	46	–	–	﹤0.01%	375
2024 Q2	$748	Hold	46	–	–	﹤0.01%	373
2024 Q1	$1.23K	Hold	46	–	–	﹤0.01%	385
2023 Q4	$1.88K	Sell	46 -7	-13%	-$216	﹤0.01%	316
2023 Q3	$1.66K	Buy	53 +46	+657%	+$1.77K	﹤0.01%	236
2023 Q2	$304	Buy	+7	New	+$224	﹤0.01%	227

Other funds holding U

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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 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

HCWM

Hidden Cove Wealth Management Bainbridge Island, Washington $182M AUM 24.56% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Pacific Financial's U Position: Q2 2026 in Review

First Pacific Financial held its Unity (U) position steady in Q2 2026 at 46 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

First Pacific Financial first reported a position in U in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.03K in Q4 2025. 113 funds tracked by Wall St. Rank hold U as of Q2 2026.

First Pacific Financial held 46 shares of Unity worth $1.31K as of Q2 2026.
First Pacific Financial left its Unity share count unchanged in Q2 2026.
Unity made up ﹤0.01% of First Pacific Financial's portfolio in Q2 2026, its #493 holding.
First Pacific Financial first reported a position in Unity in Q2 2023 and has held it in 13 quarters since.
First Pacific Financial's Unity position peaked at $2.03K in Q4 2025.
113 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.