UFPG
AL

United Financial Planning Group’s Air Lease Corp AL Stock Holding History

United Financial Planning Group’s Portfolio AL Stock Details AL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-39
Closed -$2.53K – 470
2026
Q1 		$2.53K Buy
+39
New +$2.52K ﹤0.01% 413

Other funds holding AL

WG
Wellington Group Indianapolis, Indiana $325M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CIAS
CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 16.93% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

United Financial Planning Group's AL Position: Q2 2026 in Review

United Financial Planning Group sold out of Air Lease Corp (AL) in Q2 2026, closing a stake of 39 shares — an estimated $2.53K sold.

United Financial Planning Group first reported a position in AL in Q1 2026 and held it in 1 quarter. The position peaked at $2.53K in Q1 2026. 4 funds tracked by Wall St. Rank hold AL as of Q2 2026.

  • United Financial Planning Group reported no remaining Air Lease Corp position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 39 Air Lease Corp shares in Q2 2026, an estimated $2.53K.
  • United Financial Planning Group first reported a position in Air Lease Corp in Q1 2026 and held it in 1 quarter.
  • United Financial Planning Group's Air Lease Corp position peaked at $2.53K in Q1 2026.
  • 4 funds tracked by Wall St. Rank held Air Lease Corp as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.