UCFA
RMBS icon

United Capital Financial Advisors’s Rambus RMBS Stock Holding History

United Capital Financial Advisors’s Portfolio RMBS Stock Details RMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$289K Buy
3,363
+840
+33% +$83.8K ﹤0.01% 1366
2025
Q4 		$232K Sell
2,523
-170
-6% -$16.7K ﹤0.01% 1271
2025
Q3 		$281K Buy
+2,693
New +$208K ﹤0.01% 1039
2024
Q1 		– Sell
-3,436
Closed -$235K – 1118
2023
Q4 		$235K Buy
+3,436
New +$214K ﹤0.01% 953

Other funds holding RMBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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

United Capital Financial Advisors increased its Rambus (RMBS) stake by 33% in Q1 2026, buying an estimated $83.8K and bringing the position to 3,363 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

United Capital Financial Advisors first reported a position in RMBS in Q4 2023 and has held it in 4 quarters since. 553 funds tracked by Wall St. Rank hold RMBS as of Q1 2026.

  • United Capital Financial Advisors held 3,363 shares of Rambus worth $289K as of Q1 2026.
  • United Capital Financial Advisors bought 840 Rambus shares in Q1 2026, an estimated $83.8K.
  • Rambus made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1366 holding.
  • United Capital Financial Advisors first reported a position in Rambus in Q4 2023 and has held it in 4 quarters since.
  • 553 funds tracked by Wall St. Rank held Rambus as of Q1 2026.

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