United Capital Financial Advisors’s QCR Holdings QCRH Stock Holding History

United Capital Financial Advisors’s Portfolio QCRH Stock Details QCRH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.54M	Buy	64,826 +2,383	+4%	+$207K	0.03%	348
2025 Q4	$5.2M	Buy	62,443 +10	+0%	+$787	0.03%	348
2025 Q3	$4.72M	Buy	62,433 +11	+0%	+$828	0.03%	315
2025 Q2	$4.24M	Buy	62,422 +12	+0%	+$802	0.03%	308
2025 Q1	$4.45M	Buy	62,410 +384	+0.6%	+$29.3K	0.04%	286
2024 Q4	$5M	Buy	62,026 +2,299	+4%	+$193K	0.04%	261
2024 Q3	$4.42M	Buy	59,727 +60	+0.1%	+$4.27K	0.04%	286
2024 Q2	$3.58M	Buy	59,667 +46	+0.1%	+$2.63K	0.03%	314
2024 Q1	$3.62M	Buy	+59,621	New	+$3.41M	0.03%	328
2022 Q3	–	Sell	-48,745	Closed	-$2.63M	–	1141
2022 Q2	$2.63M	Hold	48,745	–	–	0.01%	442
2022 Q1	$2.76M	Buy	48,745 +419	+0.9%	+$23.9K	0.01%	461
2021 Q4	$2.71M	Hold	48,326	–	–	0.01%	482
2021 Q3	$2.49M	Hold	48,326	–	–	0.01%	483
2021 Q2	$2.32M	Hold	48,326	–	–	0.01%	508
2021 Q1	$2.28M	Buy	48,326 +402	+0.8%	+$17.2K	0.01%	481
2020 Q4	$1.9M	Hold	47,924	–	–	0.01%	516
2020 Q3	$1.31M	Buy	47,924 +608	+1%	+$17.9K	0.01%	591
2020 Q2	$1.48M	Hold	47,316	–	–	0.01%	578
2020 Q1	$1.28M	Hold	47,316	–	–	0.01%	576
2019 Q4	$2.08M	Hold	47,316	–	–	0.01%	601
2019 Q3	$1.8M	Hold	47,316	–	–	0.01%	611
2019 Q2	$1.65M	Buy	+47,316	New	+$1.61M	0.01%	669

Other funds holding QCRH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

United Capital Financial Advisors increased its QCR Holdings (QCRH) stake by 3.8% in Q1 2026, buying an estimated $207K and bringing the position to 64,826 shares worth $5.54M. The position accounts for 0.03% of the portfolio, ranked #348.

United Capital Financial Advisors first reported a position in QCRH in Q2 2019 and has held it in 22 quarters since. 223 funds tracked by Wall St. Rank hold QCRH as of Q1 2026.

United Capital Financial Advisors held 64,826 shares of QCR Holdings worth $5.54M as of Q1 2026.
United Capital Financial Advisors bought 2,383 QCR Holdings shares in Q1 2026, an estimated $207K.
QCR Holdings made up 0.03% of United Capital Financial Advisors's portfolio in Q1 2026, its #348 holding.
United Capital Financial Advisors first reported a position in QCR Holdings in Q2 2019 and has held it in 22 quarters since.
223 funds tracked by Wall St. Rank held QCR Holdings as of Q1 2026.

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