United Financial Planning Group’s Central Securities Corp CET Stock Holding History

United Financial Planning Group’s Portfolio CET Stock Details CET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$263K	Buy	+5,009	New	+$263K	0.13%	47

Other funds holding CET

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

CIC

Chilton Investment Company Stamford, Connecticut $4.17B AUM 1.75% 1-Year Est. Return

BCM

Brasada Capital Management Houston, Texas $558M AUM 21.68% 1-Year Est. Return

TAM

Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return

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

United Financial Planning Group opened a new position in Central Securities Corp (CET) in Q2 2026: 5,009 shares worth $263K. The stake represents 0.13% of the portfolio and ranks #47 among its holdings.

99 funds tracked by Wall St. Rank hold CET as of Q2 2026.

United Financial Planning Group held 5,009 shares of Central Securities Corp worth $263K as of Q2 2026.
Central Securities Corp was a new United Financial Planning Group position in Q2 2026.
Central Securities Corp made up 0.13% of United Financial Planning Group's portfolio in Q2 2026, its #47 holding.
99 funds tracked by Wall St. Rank held Central Securities Corp as of Q2 2026.

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