SBK Financial’s UL Solutions ULS Stock Holding History

SBK Financial’s Portfolio ULS Stock Details ULS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-64	Closed	-$5.49K	–	442
2026 Q1	$5.49K	Buy	+64	New	+$5.05K	﹤0.01%	205

Other funds holding ULS

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $26.8B AUM 3.69% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Jupiter Topco New York $245B AUM

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

SBK Financial's ULS Position: Q2 2026 in Review

SBK Financial sold out of UL Solutions (ULS) in Q2 2026, closing a stake of 64 shares — an estimated $5.49K sold.

SBK Financial first reported a position in ULS in Q1 2026 and held it in 1 quarter. The position peaked at $5.49K in Q1 2026. 393 funds tracked by Wall St. Rank hold ULS as of Q2 2026.

SBK Financial reported no remaining UL Solutions position as of Q2 2026 after selling out during the quarter.
SBK Financial sold 64 UL Solutions shares in Q2 2026, an estimated $5.49K.
SBK Financial first reported a position in UL Solutions in Q1 2026 and held it in 1 quarter.
SBK Financial's UL Solutions position peaked at $5.49K in Q1 2026.
393 funds tracked by Wall St. Rank held UL Solutions as of Q2 2026.

Based on SBK Financial's 13F filing for Q2 2026, filed 2 Nov 2026.