MFS
U icon

Montgomery Financial Services’s Unity U Stock Holding History

Montgomery Financial Services’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
Q2 		$29 Buy
+1
New +$27 ﹤0.01% 333

Other funds holding U

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Montgomery Financial Services's U Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Unity (U) in Q2 2026: 1 share worth $29. The stake represents ﹤0.01% of the portfolio and ranks #333 among its holdings.

519 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Montgomery Financial Services held 1 share of Unity worth $29 as of Q2 2026.
  • Unity was a new Montgomery Financial Services position in Q2 2026.
  • Unity made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #333 holding.
  • 519 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.