Putney Financial Group
U icon

Putney Financial Group’s Unity U Stock Holding History

Putney Financial Group’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 		$59.3K Buy
+1,449
New +$55.7K 0.05% 136

Other funds holding U

SC US (TTGP)
SC US (TTGP) Menlo Park, California $25.6B AUM 36.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Putney Financial Group's U Position: Q3 2026 in Review

Putney Financial Group opened a new position in Unity (U) in Q3 2026: 1,449 shares worth $59.3K. The stake represents 0.05% of the portfolio and ranks #136 among its holdings.

496 funds tracked by Wall St. Rank hold U as of Q3 2026.

  • Putney Financial Group held 1,449 shares of Unity worth $59.3K as of Q3 2026.
  • Unity was a new Putney Financial Group position in Q3 2026.
  • Unity made up 0.05% of Putney Financial Group's portfolio in Q3 2026, its #136 holding.
  • 496 funds tracked by Wall St. Rank held Unity as of Q3 2026.

Based on Putney Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.