IFP Advisors’s Ur-Energy URG Stock Holding History

IFP Advisors’s Portfolio URG Stock Details URG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19K	Hold	14,000	–	–	﹤0.01%	3005
2026 Q1	$20.9K	Hold	14,000	–	–	﹤0.01%	2756
2025 Q4	$19.5K	Buy	14,000 +7,982	+133%	+$11.8K	﹤0.01%	2738
2025 Q3	$10.8K	Hold	6,018	–	–	﹤0.01%	2868
2025 Q2	$6.32K	Buy	6,018 +5,970	+12,438%	+$4.77K	﹤0.01%	3207
2025 Q1	$32	Hold	48	–	–	﹤0.01%	4104
2024 Q4	$55	Buy	+48	New	+$59	﹤0.01%	4234
2019 Q4	–	Sell	-24,500	Closed	-$15K	–	3125
2019 Q3	$15K	Buy	+24,500	New	+$15.5K	﹤0.01%	1893
2019 Q1	$1K	Hold	1,500	–	–	﹤0.01%	2269
2018 Q4	$1K	Hold	1,500	–	–	﹤0.01%	3394
2018 Q3	$1K	Buy	+1,500	New	+$1.14K	﹤0.01%	3730
2017 Q4	–	Sell	-6,130	Closed	-$4K	–	4103
2017 Q3	$4K	Hold	6,130	–	–	﹤0.01%	3545
2017 Q2	$4K	Buy	6,130 +1,130	+23%	+$663	﹤0.01%	3541
2017 Q1	$3K	Hold	5,000	–	–	﹤0.01%	3566
2016 Q4	$3K	Buy	+5,000	New	+$2.41K	﹤0.01%	3550
2016 Q2	–	Sell	-1,500	Closed	-$1K	–	4080
2016 Q1	$1K	Buy	+1,500	New	+$808	﹤0.01%	2253

Other funds holding URG

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ACM

Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return

IFP Advisors's URG Position: Q2 2026 in Review

IFP Advisors held its Ur-Energy (URG) position steady in Q2 2026 at 14,000 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #3005.

IFP Advisors first reported a position in URG in Q1 2016 and has held it in 16 quarters since. The position peaked at $20.9K in Q1 2026. 162 funds tracked by Wall St. Rank hold URG as of Q2 2026.

IFP Advisors held 14,000 shares of Ur-Energy worth $19K as of Q2 2026.
IFP Advisors left its Ur-Energy share count unchanged in Q2 2026.
Ur-Energy made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3005 holding.
IFP Advisors first reported a position in Ur-Energy in Q1 2016 and has held it in 16 quarters since.
IFP Advisors's Ur-Energy position peaked at $20.9K in Q1 2026.
162 funds tracked by Wall St. Rank held Ur-Energy as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.