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Tower Research Capital (TRC)’s United-Guardian UG Stock Holding History

Tower Research Capital (TRC)’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
Q1 		$6.85K Buy
1,023
+432
+73% +$2.84K ﹤0.01% 4035
2025
Q4 		$3.64K Sell
591
-502
-46% -$3.32K ﹤0.01% 4334
2025
Q3 		$8.59K Buy
1,093
+650
+147% +$5.35K ﹤0.01% 4048
2025
Q2 		$3.54K Buy
443
+22
+5% +$182 ﹤0.01% 4478
2025
Q1 		$3.79K Sell
421
-43
-9% -$442 ﹤0.01% 4352
2024
Q4 		$4.44K Buy
464
+197
+74% +$2.26K ﹤0.01% 4460
2024
Q3 		$4.24K Sell
267
-770
-74% -$9.62K ﹤0.01% 4628
2024
Q2 		$9.27K Sell
1,037
-131
-11% -$1.12K ﹤0.01% 4271
2024
Q1 		$8.94K Buy
1,168
+177
+18% +$1.42K ﹤0.01% 3927
2023
Q4 		$7.14K Sell
991
-835
-46% -$6.09K ﹤0.01% 4655
2023
Q3 		$13.7K Buy
1,826
+604
+49% +$4.71K ﹤0.01% 3754
2023
Q2 		$10.1K Sell
1,222
-257
-17% -$2.36K ﹤0.01% 4162
2023
Q1 		$14K Buy
1,479
+442
+43% +$4.78K ﹤0.01% 3920
2022
Q4 		$11K Buy
1,037
+994
+2,312% +$11.9K ﹤0.01% 3877
2022
Q3 		$0 Sell
43
-345
-89% -$5.06K ﹤0.01% 6508
2022
Q2 		$6K Buy
388
+183
+89% +$3.62K ﹤0.01% 4959
2022
Q1 		$5K Buy
205
+65
+46% +$1.21K ﹤0.01% 5107
2021
Q4 		$2K Sell
140
-730
-84% -$11K ﹤0.01% 5672
2021
Q3 		$12K Buy
870
+770
+770% +$11.7K ﹤0.01% 4173
2021
Q2 		$2K Sell
100
-54
-35% -$834 ﹤0.01% 5080
2021
Q1 		$2K Sell
154
-562
-78% -$8.07K ﹤0.01% 5053
2020
Q4 		$11K Sell
716
-84
-11% -$1.23K ﹤0.01% 4260
2020
Q3 		$12K Buy
800
+78
+11% +$1.17K ﹤0.01% 4035
2020
Q2 		$11K Buy
+722
New +$10.8K ﹤0.01% 3978
2020
Q1 		– Sell
-138
Closed -$3K – 3919
2019
Q4 		$3K Sell
138
-15
-10% -$288 ﹤0.01% 2972
2019
Q3 		$3K Sell
153
-314
-67% -$6.11K ﹤0.01% 3597
2019
Q2 		$9K Sell
467
-725
-61% -$14K ﹤0.01% 2633
2019
Q1 		$23K Sell
1,192
-203
-15% -$3.98K ﹤0.01% 2202
2018
Q4 		$26K Buy
1,395
+796
+133% +$13.7K ﹤0.01% 1746
2018
Q3 		$10K Buy
599
+500
+505% +$9.18K ﹤0.01% 2778
2018
Q2 		$2K Buy
99
+35
+55% +$646 ﹤0.01% 3379
2018
Q1 		$1K Buy
64
+7
+12% +$128 ﹤0.01% 3102
2017
Q4 		$1K Buy
+57
New +$1.05K ﹤0.01% 3370
2017
Q3 		– Sell
-300
Closed -$5K – 4153
2017
Q2 		$5K Buy
300
+230
+329% +$3.42K ﹤0.01% 2016
2017
Q1 		$1K Buy
+70
New +$1.06K ﹤0.01% 2857
2016
Q4 		– Sell
-720
Closed -$11K – 4411
2016
Q3 		$11K Buy
720
+520
+260% +$7.84K ﹤0.01% 2017
2016
Q2 		$3K Buy
+200
New +$3.53K ﹤0.01% 3749
2016
Q1 		– Sell
-231
Closed -$4K – 4956
2015
Q4 		$4K Sell
231
-988
-81% -$18.6K ﹤0.01% 3260
2015
Q3 		$22K Buy
1,219
+275
+29% +$5.19K ﹤0.01% 1655
2015
Q2 		$18K Buy
944
+451
+91% +$8.94K ﹤0.01% 2198
2015
Q1 		$9K Sell
493
-994
-67% -$19.5K ﹤0.01% 2880
2014
Q4 		$29K Buy
+1,487
New +$30.5K ﹤0.01% 1355
2014
Q3 		– Sell
-35
Closed -$1K – 4909
2014
Q2 		$1K Sell
35
-8
-19% -$245 ﹤0.01% 3763
2014
Q1 		$1K Sell
43
-1,430
-97% -$40.2K ﹤0.01% 4215
2013
Q4 		$42K Buy
1,473
+548
+59% +$14.2K 0.01% 1543
2013
Q3 		$23K Sell
925
-1,316
-59% -$34.7K ﹤0.01% 2586
2013
Q2 		$55K Buy
+2,241
New +$53.4K ﹤0.01% 861

Other funds holding UG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RB
Rodgers Brothers Harmony, Pennsylvania $1.03B AUM 54.39% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Tower Research Capital (TRC)'s UG Position: Q1 2026 in Review

Tower Research Capital (TRC) increased its United-Guardian (UG) stake by 73% in Q1 2026, buying an estimated $2.84K and bringing the position to 1,023 shares worth $6.85K. The position accounts for ﹤0.01% of the portfolio, ranked #4035.

Tower Research Capital (TRC) first reported a position in UG in Q2 2013 and has held it in 47 quarters since. The position peaked at $55K in Q2 2013. 26 funds tracked by Wall St. Rank hold UG as of Q1 2026.

  • Tower Research Capital (TRC) held 1,023 shares of United-Guardian worth $6.85K as of Q1 2026.
  • Tower Research Capital (TRC) bought 432 United-Guardian shares in Q1 2026, an estimated $2.84K.
  • United-Guardian made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #4035 holding.
  • Tower Research Capital (TRC) first reported a position in United-Guardian in Q2 2013 and has held it in 47 quarters since.
  • Tower Research Capital (TRC)'s United-Guardian position peaked at $55K in Q2 2013.
  • 26 funds tracked by Wall St. Rank held United-Guardian as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.