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SBI Securities’s United-Guardian UG Stock Holding History

SBI Securities’s Portfolio UG Stock Details UG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.16K Buy
163
+29
+22% +$202 ﹤0.01% 2749
2026
Q1 		$898 Hold
134
– – ﹤0.01% 2694
2025
Q4 		$825 Sell
134
-2
-1% -$13 ﹤0.01% 2709
2025
Q3 		$1.07K Hold
136
– – ﹤0.01% 2663
2025
Q2 		$1.09K Buy
136
+20
+17% +$165 ﹤0.01% 2643
2025
Q1 		$1.04K Sell
116
-1
-0.9% -$10 ﹤0.01% 2564
2024
Q4 		$1.12K Buy
+117
New +$1.34K ﹤0.01% 2555

Other funds holding UG

RB
Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

SBI Securities's UG Position: Q2 2026 in Review

SBI Securities increased its United-Guardian (UG) stake by 22% in Q2 2026, buying an estimated $202 and bringing the position to 163 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #2749.

SBI Securities first reported a position in UG in Q4 2024 and has held it in 7 quarters since. 8 funds tracked by Wall St. Rank hold UG as of Q2 2026.

  • SBI Securities held 163 shares of United-Guardian worth $1.16K as of Q2 2026.
  • SBI Securities bought 29 United-Guardian shares in Q2 2026, an estimated $202.
  • United-Guardian made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2749 holding.
  • SBI Securities first reported a position in United-Guardian in Q4 2024 and has held it in 7 quarters since.
  • 8 funds tracked by Wall St. Rank held United-Guardian as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.