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Patriot Financial Group Insurance Agency’s Unity U Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-13,572
Closed -$298K – 678
2026
Q1 		$298K Buy
+13,572
New +$376K 0.02% 568
2022
Q2 		– Sell
-13
Closed -$1K – 2174
2022
Q1 		$1K Sell
13
-157
-92% -$16.3K ﹤0.01% 1982
2021
Q4 		$24K Buy
+170
New +$26K ﹤0.01% 1149

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Vanguard Capital Management
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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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Patriot Financial Group Insurance Agency's U Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Unity (U) in Q2 2026, closing a stake of 13,572 shares — an estimated $298K sold.

Patriot Financial Group Insurance Agency first reported a position in U in Q4 2021 and held it in 3 quarters. The position peaked at $298K in Q1 2026. 563 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Unity position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 13,572 Unity shares in Q2 2026, an estimated $298K.
  • Patriot Financial Group Insurance Agency first reported a position in Unity in Q4 2021 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Unity position peaked at $298K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.