SBI Securities’s United Airlines UAL Stock Holding History

SBI Securities’s Portfolio UAL Stock Details UAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.13M	Sell	10,172 -3,092	-23%	-$364K	0.03%	265
2026 Q2	$1.8M	Buy	13,264 +1,632	+14%	+$169K	0.04%	204
2026 Q1	$1.07M	Sell	11,632 -1,732	-13%	-$181K	0.03%	263
2025 Q4	$1.49M	Sell	13,364 -745	-5%	-$75.3K	0.04%	218
2025 Q3	$1.36M	Sell	14,109 -1,797	-11%	-$173K	0.03%	234
2025 Q2	$1.27M	Sell	15,906 -715	-4%	-$52.7K	0.04%	243
2025 Q1	$1.15M	Sell	16,621 -8	-0%	-$755	0.04%	235
2024 Q4	$1.61M	Buy	+16,629	New	+$1.41M	0.05%	188

Other funds holding UAL

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Archon Partners Princeton Junction, New Jersey $968M AUM 10.55% 1-Year Est. Return

SBI Securities's UAL Position: Q3 2026 in Review

SBI Securities reduced its United Airlines (UAL) stake by 23% in Q3 2026, selling an estimated $364K and leaving 10,172 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #265.

SBI Securities first reported a position in UAL in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.8M in Q2 2026. 231 funds tracked by Wall St. Rank hold UAL as of Q3 2026.

SBI Securities held 10,172 shares of United Airlines worth $1.13M as of Q3 2026.
SBI Securities sold 3,092 United Airlines shares in Q3 2026, an estimated $364K.
United Airlines made up 0.03% of SBI Securities's portfolio in Q3 2026, its #265 holding.
SBI Securities first reported a position in United Airlines in Q4 2024 and has held it in 8 quarters since.
SBI Securities's United Airlines position peaked at $1.8M in Q2 2026.
231 funds tracked by Wall St. Rank held United Airlines as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.