JMN Financial’s Ubiquiti UI Stock Holding History

JMN Financial’s Portfolio UI Stock Details UI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-407	Closed	-$322K	–	262
2026 Q1	$322K	Sell	407 -353	-46%	-$240K	0.32%	97
2025 Q4	$421K	Buy	+760	New	+$481K	0.42%	66

Other funds holding UI

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SIM

SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JMN Financial's UI Position: Q2 2026 in Review

JMN Financial sold out of Ubiquiti (UI) in Q2 2026, closing a stake of 407 shares — an estimated $322K sold.

JMN Financial first reported a position in UI in Q4 2025 and held it in 2 quarters. The position peaked at $421K in Q4 2025. 334 funds tracked by Wall St. Rank hold UI as of Q2 2026.

JMN Financial reported no remaining Ubiquiti position as of Q2 2026 after selling out during the quarter.
JMN Financial sold 407 Ubiquiti shares in Q2 2026, an estimated $322K.
JMN Financial first reported a position in Ubiquiti in Q4 2025 and held it in 2 quarters.
JMN Financial's Ubiquiti position peaked at $421K in Q4 2025.
334 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.