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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
Q2 		– Sell
-15,168
Closed -$1.92M – 821
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 $8.26B AUM 15.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Founders Financial Alliance's UAN Position: Q2 2026 in Review

Founders Financial Alliance sold out of CVR Partners (UAN) in Q2 2026, closing a stake of 15,168 shares — an estimated $1.92M sold.

Founders Financial Alliance first reported a position in UAN in Q1 2024 and held it in 9 quarters. The position peaked at $1.92M in Q1 2026. 69 funds tracked by Wall St. Rank hold UAN as of Q2 2026.

  • Founders Financial Alliance reported no remaining CVR Partners position as of Q2 2026 after selling out during the quarter.
  • Founders Financial Alliance sold 15,168 CVR Partners shares in Q2 2026, an estimated $1.92M.
  • Founders Financial Alliance first reported a position in CVR Partners in Q1 2024 and held it in 9 quarters.
  • Founders Financial Alliance's CVR Partners position peaked at $1.92M in Q1 2026.
  • 69 funds tracked by Wall St. Rank held CVR Partners as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.