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Independent Financial Group’s United Microelectronic UMC Stock Holding History

Independent Financial Group’s Portfolio UMC Stock Details UMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$379K Buy
+13,945
New +$238K 0.01% 1109
2024
Q1 		– Sell
-11,456
Closed -$96.9K – 1059
2023
Q4 		$96.9K Buy
11,456
+1,035
+10% +$7.89K 0.01% 924
2023
Q3 		$73.6K Buy
10,421
+50
+0.5% +$362 ﹤0.01% 877
2023
Q2 		$81.8K Sell
10,371
-189
-2% -$1.56K 0.01% 855
2023
Q1 		$92.5K Buy
10,560
+152
+1% +$1.23K 0.01% 810
2022
Q4 		$68K Hold
10,408
– – 0.01% 764
2022
Q3 		$58K Buy
10,408
+345
+3% +$2.28K 0.01% 729
2022
Q2 		$68.1K Buy
+10,063
New +$82.6K 0.01% 692
2022
Q1 		– Sell
-12,346
Closed -$144K – 857
2021
Q4 		$144K Sell
12,346
-3,652
-23% -$40.6K 0.01% 749
2021
Q3 		$183K Sell
15,998
-284
-2% -$3.05K 0.02% 678
2021
Q2 		$154K Buy
16,282
+2,601
+19% +$24.4K 0.02% 686
2021
Q1 		$125K Buy
+13,681
New +$127K 0.02% 620

Other funds holding UMC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Independent Financial Group's UMC Position: Q2 2026 in Review

Independent Financial Group opened a new position in United Microelectronic (UMC) in Q2 2026: 13,945 shares worth $379K. The stake represents 0.01% of the portfolio and ranks #1109 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in UMC as recently as Q4 2023.

Independent Financial Group first reported a position in UMC in Q1 2021 and has held it in 12 quarters since. 362 funds tracked by Wall St. Rank hold UMC as of Q2 2026.

  • Independent Financial Group held 13,945 shares of United Microelectronic worth $379K as of Q2 2026.
  • United Microelectronic was a new Independent Financial Group position in Q2 2026.
  • United Microelectronic made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1109 holding.
  • Independent Financial Group first reported a position in United Microelectronic in Q1 2021 and has held it in 12 quarters since.
  • 362 funds tracked by Wall St. Rank held United Microelectronic as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.