KF
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Krilogy Financial’s Unity U Stock Holding History

Krilogy Financial’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.28M Buy
27,434
+8,507
+45% +$327K 0.04% 351
2026
Q2 		$541K Buy
+18,927
New +$503K 0.02% 609

Other funds holding U

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
REX Advisers Fairfield, Connecticut $21.1M AUM 369.34% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Krilogy Financial's U Position: Q3 2026 in Review

Krilogy Financial increased its Unity (U) stake by 45% in Q3 2026, buying an estimated $327K and bringing the position to 27,434 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #351.

Krilogy Financial first reported a position in U in Q2 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold U as of Q3 2026.

  • Krilogy Financial held 27,434 shares of Unity worth $1.28M as of Q3 2026.
  • Krilogy Financial bought 8,507 Unity shares in Q3 2026, an estimated $327K.
  • Unity made up 0.04% of Krilogy Financial's portfolio in Q3 2026, its #351 holding.
  • Krilogy Financial first reported a position in Unity in Q2 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.