SFG
UBER icon

Sovereign Financial Group’s Uber UBER Stock Holding History

Sovereign Financial Group’s Portfolio UBER Stock Details UBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$347K Buy
4,808
+986
+26% +$72.3K 0.05% 274
2026
Q1 		$275K Sell
3,822
-96
-2% -$7.39K 0.05% 295
2025
Q4 		$320K Buy
3,918
+803
+26% +$72.3K 0.06% 260
2025
Q3 		$305K Sell
3,115
-211
-6% -$19.7K 0.06% 266
2025
Q2 		$310K Sell
3,326
-1,077
-24% -$88.7K 0.06% 242
2025
Q1 		$321K Buy
+4,403
New +$317K 0.07% 222
2024
Q4 		– Sell
-3,318
Closed -$249K – 295
2024
Q3 		$249K Buy
3,318
+372
+13% +$26.2K 0.06% 247
2024
Q2 		$214K Buy
+2,946
New +$205K 0.05% 259

Other funds holding UBER

SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Sovereign Financial Group's UBER Position: Q2 2026 in Review

Sovereign Financial Group increased its Uber (UBER) stake by 26% in Q2 2026, buying an estimated $72.3K and bringing the position to 4,808 shares worth $347K. The position accounts for 0.05% of the portfolio, ranked #274.

Sovereign Financial Group first reported a position in UBER in Q2 2024 and has held it in 8 quarters since. 671 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Sovereign Financial Group held 4,808 shares of Uber worth $347K as of Q2 2026.
  • Sovereign Financial Group bought 986 Uber shares in Q2 2026, an estimated $72.3K.
  • Uber made up 0.05% of Sovereign Financial Group's portfolio in Q2 2026, its #274 holding.
  • Sovereign Financial Group first reported a position in Uber in Q2 2024 and has held it in 8 quarters since.
  • 671 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.