Truist Financial
UI icon

Truist Financial’s Ubiquiti UI Stock Holding History

Truist Financial’s Portfolio UI Stock Details UI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,472
Closed -$606K – 2794
2025
Q2 		$606K Buy
1,472
+210
+17% +$76.5K ﹤0.01% 1861
2025
Q1 		$391K Buy
1,262
+385
+44% +$136K ﹤0.01% 2003
2024
Q4 		$291K Buy
+877
New +$264K ﹤0.01% 2177
2021
Q1 		– Sell
-752
Closed -$209K – 2733
2020
Q4 		$209K Buy
+752
New +$173K ﹤0.01% 2365

Other funds holding UI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
LWM
Long Walk Management Greenwich, Connecticut $441M AUM 30.08% 1-Year Est. Return

Truist Financial's UI Position: Q3 2025 in Review

Truist Financial sold out of Ubiquiti (UI) in Q3 2025, closing a stake of 1,472 shares — an estimated $606K sold.

Truist Financial first reported a position in UI in Q4 2020 and held it in 4 quarters. The position peaked at $606K in Q2 2025. 366 funds tracked by Wall St. Rank hold UI as of Q3 2025.

  • Truist Financial reported no remaining Ubiquiti position as of Q3 2025 after selling out during the quarter.
  • Truist Financial sold 1,472 Ubiquiti shares in Q3 2025, an estimated $606K.
  • Truist Financial first reported a position in Ubiquiti in Q4 2020 and held it in 4 quarters.
  • Truist Financial's Ubiquiti position peaked at $606K in Q2 2025.
  • 366 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2025.

Based on Truist Financial's 13F filing for Q3 2025, filed 3 Nov 2025.