UCFA
POST icon

United Capital Financial Advisors’s Post Holdings POST Stock Holding History

United Capital Financial Advisors’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$582K Sell
6,591
-2,160
-25% -$210K ﹤0.01% 1037
2026
Q1 		$865K Buy
8,751
+3,837
+78% +$391K 0.01% 816
2025
Q4 		$487K Sell
4,914
-1,190
-19% -$123K ﹤0.01% 967
2025
Q3 		$656K Sell
6,104
-11
-0.2% -$1.18K ﹤0.01% 781
2025
Q2 		$667K Buy
6,115
+74
+1% +$8.29K 0.01% 716
2025
Q1 		$703K Buy
6,041
+3
+0% +$333 0.01% 649
2024
Q4 		$691K Sell
6,038
-205
-3% -$23.4K 0.01% 647
2024
Q3 		$723K Buy
6,243
+163
+3% +$18.3K 0.01% 621
2024
Q2 		$633K Buy
6,080
+13
+0.2% +$1.35K 0.01% 646
2024
Q1 		$645K Buy
6,067
+14
+0.2% +$1.4K 0.01% 669
2023
Q4 		$533K Buy
6,053
+144
+2% +$12.2K ﹤0.01% 710
2023
Q3 		$507K Sell
5,909
-59
-1% -$5.15K ﹤0.01% 638
2023
Q2 		$517K Buy
5,968
+2,324
+64% +$204K ﹤0.01% 677
2023
Q1 		$327K Buy
+3,644
New +$331K ﹤0.01% 802

Other funds holding POST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

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

United Capital Financial Advisors reduced its Post Holdings (POST) stake by 25% in Q2 2026, selling an estimated $210K and leaving 6,591 shares worth $582K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

United Capital Financial Advisors first reported a position in POST in Q1 2023 and has held it in 14 quarters since. The position peaked at $865K in Q1 2026. 412 funds tracked by Wall St. Rank hold POST as of Q2 2026.

  • United Capital Financial Advisors held 6,591 shares of Post Holdings worth $582K as of Q2 2026.
  • United Capital Financial Advisors sold 2,160 Post Holdings shares in Q2 2026, an estimated $210K.
  • Post Holdings made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1037 holding.
  • United Capital Financial Advisors first reported a position in Post Holdings in Q1 2023 and has held it in 14 quarters since.
  • United Capital Financial Advisors's Post Holdings position peaked at $865K in Q1 2026.
  • 412 funds tracked by Wall St. Rank held Post Holdings as of Q2 2026.

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