UCFA
AL

United Capital Financial Advisors’s Air Lease Corp AL Stock Holding History

United Capital Financial Advisors’s Portfolio AL Stock Details AL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,947
Closed -$321K – 1625
2026
Q1 		$321K Buy
+4,947
New +$319K ﹤0.01% 1316

Other funds holding AL

WG
Wellington Group Indianapolis, Indiana $325M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CIAS
CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 16.93% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

United Capital Financial Advisors's AL Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Air Lease Corp (AL) in Q2 2026, closing a stake of 4,947 shares — an estimated $321K sold.

United Capital Financial Advisors first reported a position in AL in Q1 2026 and held it in 1 quarter. The position peaked at $321K in Q1 2026. 4 funds tracked by Wall St. Rank hold AL as of Q2 2026.

  • United Capital Financial Advisors reported no remaining Air Lease Corp position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 4,947 Air Lease Corp shares in Q2 2026, an estimated $321K.
  • United Capital Financial Advisors first reported a position in Air Lease Corp in Q1 2026 and held it in 1 quarter.
  • United Capital Financial Advisors's Air Lease Corp position peaked at $321K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Air Lease Corp as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.