Independent Financial Group’s Uniti Group UNIT Stock Holding History

Independent Financial Group’s Portfolio UNIT Stock Details UNIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,685	Closed	-$53.9K	–	1356
2025 Q1	$53.9K	Sell	10,685 -874	-8%	-$4.72K	﹤0.01%	1161
2024 Q4	$63.6K	Sell	11,559 -31,519	-73%	-$179K	﹤0.01%	1144
2024 Q3	$243K	Sell	43,078 -142,410	-77%	-$608K	0.01%	957
2024 Q2	$542K	Buy	185,488 +15,265	+9%	+$64K	0.02%	580
2024 Q1	$1M	Sell	170,223 -830	-0.5%	-$4.75K	0.05%	377
2023 Q4	$989K	Buy	171,053 +10,110	+6%	+$51.3K	0.05%	363
2023 Q3	$760K	Sell	160,943 -21,120	-12%	-$108K	0.05%	389
2023 Q2	$841K	Buy	182,063 +95,410	+110%	+$359K	0.06%	351
2023 Q1	$308K	Buy	86,653 +44,835	+107%	+$238K	0.02%	595
2022 Q4	$231K	Buy	+41,818	New	+$287K	0.02%	672

Other funds holding UNIT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

SCP

Searchlight Capital Partners New York $109M AUM 43.33% 1-Year Est. Return

KSCM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Independent Financial Group's UNIT Position: Q2 2025 in Review

Independent Financial Group sold out of Uniti Group (UNIT) in Q2 2025, closing a stake of 10,685 shares — an estimated $53.9K sold.

Independent Financial Group first reported a position in UNIT in Q4 2022 and held it in 10 quarters. The position peaked at $1M in Q1 2024. 308 funds tracked by Wall St. Rank hold UNIT as of Q2 2025.

Independent Financial Group reported no remaining Uniti Group position as of Q2 2025 after selling out during the quarter.
Independent Financial Group sold 10,685 Uniti Group shares in Q2 2025, an estimated $53.9K.
Independent Financial Group first reported a position in Uniti Group in Q4 2022 and held it in 10 quarters.
Independent Financial Group's Uniti Group position peaked at $1M in Q1 2024.
308 funds tracked by Wall St. Rank held Uniti Group as of Q2 2025.

Based on Independent Financial Group's 13F filing for Q2 2025, filed 15 May 2026.