UCFA
DV icon

United Capital Financial Advisors’s DoubleVerify DV Stock Holding History

United Capital Financial Advisors’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$168K Buy
+17,646
New +$180K ﹤0.01% 1569

Other funds holding DV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PEP
Providence Equity Partners Providence, Rhode Island $565M AUM 37.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

United Capital Financial Advisors's DV Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in DoubleVerify (DV) in Q1 2026: 17,646 shares worth $168K. The stake represents ﹤0.01% of the portfolio and ranks #1569 among its holdings.

326 funds tracked by Wall St. Rank hold DV as of Q1 2026.

  • United Capital Financial Advisors held 17,646 shares of DoubleVerify worth $168K as of Q1 2026.
  • DoubleVerify was a new United Capital Financial Advisors position in Q1 2026.
  • DoubleVerify made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1569 holding.
  • 326 funds tracked by Wall St. Rank held DoubleVerify as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.