UFPG
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United Financial Planning Group’s Avis CAR Stock Holding History

United Financial Planning Group’s Portfolio CAR Stock Details CAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2
Closed -$257 – 489
2025
Q4 		$257 Buy
+2
New +$279 ﹤0.01% 446

Other funds holding CAR

SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

United Financial Planning Group's CAR Position: Q1 2026 in Review

United Financial Planning Group sold out of Avis (CAR) in Q1 2026, closing a stake of 2 shares — an estimated $257 sold.

United Financial Planning Group first reported a position in CAR in Q4 2025 and held it in 1 quarter. The position peaked at $257 in Q4 2025. 294 funds tracked by Wall St. Rank hold CAR as of Q1 2026.

  • United Financial Planning Group reported no remaining Avis position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 2 Avis shares in Q1 2026, an estimated $257.
  • United Financial Planning Group first reported a position in Avis in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Avis position peaked at $257 in Q4 2025.
  • 294 funds tracked by Wall St. Rank held Avis as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.