First Pacific Financial
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First Pacific Financial’s UL Solutions ULS Stock Holding History

First Pacific Financial’s Portfolio ULS Stock Details ULS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-10
Closed -$1.02K – 559
2026
Q2 		$1.02K Sell
10
-26
-72% -$2.46K ﹤0.01% 497
2026
Q1 		$3.09K Buy
36
+21
+140% +$1.66K ﹤0.01% 494
2025
Q4 		$1.18K Buy
+15
New +$1.2K ﹤0.01% 457

Other funds holding ULS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $3.31B AUM 6.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

First Pacific Financial's ULS Position: Q3 2026 in Review

First Pacific Financial sold out of UL Solutions (ULS) in Q3 2026, closing a stake of 10 shares — an estimated $1.02K sold.

First Pacific Financial first reported a position in ULS in Q4 2025 and held it in 3 quarters. The position peaked at $3.09K in Q1 2026. 192 funds tracked by Wall St. Rank hold ULS as of Q3 2026.

  • First Pacific Financial reported no remaining UL Solutions position as of Q3 2026 after selling out during the quarter.
  • First Pacific Financial sold 10 UL Solutions shares in Q3 2026, an estimated $1.02K.
  • First Pacific Financial first reported a position in UL Solutions in Q4 2025 and held it in 3 quarters.
  • First Pacific Financial's UL Solutions position peaked at $3.09K in Q1 2026.
  • 192 funds tracked by Wall St. Rank held UL Solutions as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.