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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
Q2 		$461K Buy
3,472
+109
+3% +$14.2K ﹤0.01% 1166
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

United Capital Financial Advisors increased its Rambus (RMBS) stake by 3.2% in Q2 2026, buying an estimated $14.2K and bringing the position to 3,472 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

United Capital Financial Advisors first reported a position in RMBS in Q4 2023 and has held it in 5 quarters since. 620 funds tracked by Wall St. Rank hold RMBS as of Q2 2026.

  • United Capital Financial Advisors held 3,472 shares of Rambus worth $461K as of Q2 2026.
  • United Capital Financial Advisors bought 109 Rambus shares in Q2 2026, an estimated $14.2K.
  • Rambus made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1166 holding.
  • United Capital Financial Advisors first reported a position in Rambus in Q4 2023 and has held it in 5 quarters since.
  • 620 funds tracked by Wall St. Rank held Rambus as of Q2 2026.

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