UIM
CIK

Unified Investment Management’s Credit Suisse Asset Management Income Fund CIK Stock Holding History

Unified Investment Management’s Portfolio CIK Stock Details CIK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.7K Hold
10,345
– – 0.02% 144
2026
Q1 		$26.5K Hold
10,345
– – 0.03% 133
2025
Q4 		$29.3K Hold
10,345
– – 0.03% 136
2025
Q3 		$30.3K Hold
10,345
– – 0.03% 135
2025
Q2 		$30.6K Buy
+10,345
New +$29.3K 0.03% 124

Other funds holding CIK

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Unified Investment Management's CIK Position: Q2 2026 in Review

Unified Investment Management held its Credit Suisse Asset Management Income Fund (CIK) position steady in Q2 2026 at 10,345 shares worth $25.7K. The position accounts for 0.02% of the portfolio, ranked #144.

Unified Investment Management first reported a position in CIK in Q2 2025 and has held it in 5 quarters since. The position peaked at $30.6K in Q2 2025. 16 funds tracked by Wall St. Rank hold CIK as of Q2 2026.

  • Unified Investment Management held 10,345 shares of Credit Suisse Asset Management Income Fund worth $25.7K as of Q2 2026.
  • Unified Investment Management left its Credit Suisse Asset Management Income Fund share count unchanged in Q2 2026.
  • Credit Suisse Asset Management Income Fund made up 0.02% of Unified Investment Management's portfolio in Q2 2026, its #144 holding.
  • Unified Investment Management first reported a position in Credit Suisse Asset Management Income Fund in Q2 2025 and has held it in 5 quarters since.
  • Unified Investment Management's Credit Suisse Asset Management Income Fund position peaked at $30.6K in Q2 2025.
  • 16 funds tracked by Wall St. Rank held Credit Suisse Asset Management Income Fund as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.