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Founders Financial Alliance’s CVR Partners UAN Stock Holding History

Founders Financial Alliance’s Portfolio UAN Stock Details UAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.92M Sell
15,168
-380
-2% -$43.5K 0.35% 66
2025
Q4 		$1.59M Hold
15,548
– – 0.3% 81
2025
Q3 		$1.4M Sell
15,548
-2,338
-13% -$211K 0.26% 88
2025
Q2 		$1.59M Buy
17,886
+522
+3% +$42K 0.36% 64
2025
Q1 		$1.31M Buy
17,364
+60
+0.3% +$4.69K 0.32% 74
2024
Q4 		$1.31M Buy
17,304
+41
+0.2% +$2.97K 0.36% 59
2024
Q3 		$1.16M Buy
17,263
+365
+2% +$26.5K 0.32% 74
2024
Q2 		$1.28M Buy
16,898
+1,400
+9% +$111K 0.38% 57
2024
Q1 		$1.22M Buy
+15,498
New +$1.08M 0.37% 68

Other funds holding UAN

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

Founders Financial Alliance's UAN Position: Q1 2026 in Review

Founders Financial Alliance reduced its CVR Partners (UAN) stake by 2.4% in Q1 2026, selling an estimated $43.5K and leaving 15,168 shares worth $1.92M. The position accounts for 0.35% of the portfolio, ranked #66.

Founders Financial Alliance first reported a position in UAN in Q1 2024 and has held it in 9 quarters since. 74 funds tracked by Wall St. Rank hold UAN as of Q1 2026.

  • Founders Financial Alliance held 15,168 shares of CVR Partners worth $1.92M as of Q1 2026.
  • Founders Financial Alliance sold 380 CVR Partners shares in Q1 2026, an estimated $43.5K.
  • CVR Partners made up 0.35% of Founders Financial Alliance's portfolio in Q1 2026, its #66 holding.
  • Founders Financial Alliance first reported a position in CVR Partners in Q1 2024 and has held it in 9 quarters since.
  • 74 funds tracked by Wall St. Rank held CVR Partners as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.