WFA
U icon

West Financial Advisors’s Unity U Stock Holding History

West Financial Advisors’s Portfolio U Stock Details U Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$972 Buy
+34
New +$904 ﹤0.01% 195

Other funds holding U

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BZWA
Blue Zone Wealth Advisors Los Angeles, California $573M AUM 22.86% 1-Year Est. Return
HCWM
Hidden Cove Wealth Management Bainbridge Island, Washington $182M AUM 24.56% 1-Year Est. Return
LSA
Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

West Financial Advisors's U Position: Q2 2026 in Review

West Financial Advisors opened a new position in Unity (U) in Q2 2026: 34 shares worth $972. The stake represents ﹤0.01% of the portfolio and ranks #195 among its holdings.

120 funds tracked by Wall St. Rank hold U as of Q2 2026.

  • West Financial Advisors held 34 shares of Unity worth $972 as of Q2 2026.
  • Unity was a new West Financial Advisors position in Q2 2026.
  • Unity made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #195 holding.
  • 120 funds tracked by Wall St. Rank held Unity as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.