Uma Financial Services, Inc. Asset Management

Uma Financial Services, Inc.

  • $648 Million
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$531,000 0.08% of portfolio
17,939
Q3 2022 Added 26.88%
$0
$481,000 0.07% of portfolio
47,319
Q3 2025 Added 21,506.85%
$4.41B
$255,000 0.04% of portfolio
9,795
Q3 2025 Added 2,398.72%
$0
$240,000 0.04% of portfolio
29,367
Q3 2025 New
$0
$230,000 0.04% of portfolio
11,140
Q3 2025 Reduced 24.9%
$98.1B
$187,000 0.03% of portfolio
1,098
Q3 2025 Added 20.0%
$0
$183,000 0.03% of portfolio
27,330
Q3 2025 Reduced 15.47%
$0
$110,000 0.02% of portfolio
10,000
Q4 2024 Reduced 15.58%
$893M
$38,000 0.01% of portfolio
3,500
Q3 2025 New
$0
$37,000 0.01% of portfolio
844
Q4 2024 New
$0
$32,000 0.0% of portfolio
1,293
Q3 2025 Added 1.81%
$21.1B
$31,000 0.0% of portfolio
374
Q4 2024 New
$6.09B
$28,000 0.0% of portfolio
1,661
Q3 2025 Reduced 4.65%
$4.34B
$23,000 0.0% of portfolio
357
Q2 2025 Added 8.51%
$78.4B
$22,000 0.0% of portfolio
166
Q3 2025 Added 58.1%
$0
$19,000 0.0% of portfolio
820
Q4 2024 New
$0
$13,000 0.0% of portfolio
1,505
Q3 2025 Reduced 89.54%
$0
$12,000 0.0% of portfolio
307
Q4 2024 New
$47B
$10,000 0.0% of portfolio
21
Q3 2025 New
$0
$9,000 0.0% of portfolio
583
Q3 2025 Reduced 1.02%
$42.9B
$9,000 0.0% of portfolio
81
Q3 2025 Added 1,250.0%
$0
$8,000 0.0% of portfolio
232
Q4 2024 New
$23B
$8,000 0.0% of portfolio
80
Q3 2025 New
$11B
$8,000 0.0% of portfolio
102
Q3 2025 Added 61.9%
$4.38B
$6,000 0.0% of portfolio
119
Q3 2025 Added 95.08%
$7.17B
$4,000 0.0% of portfolio
110
Q3 2025 Added 233.33%
$0
$4,000 0.0% of portfolio
300
Q2 2025 New
$0
$3,000 0.0% of portfolio
190
Q4 2024 New
$24.4B
$2,000 0.0% of portfolio
16
Q3 2025 Added 23.08%
$103B
$2,000 0.0% of portfolio
22
Q3 2025 Added 144.44%
$799M
$2,000 0.0% of portfolio
177
Q2 2025 New
$393M
$1,000 0.0% of portfolio
13
Q3 2025 Added 85.71%
$11B
$1,000 0.0% of portfolio
67
Q3 2025 Added 219.05%
$10.7B
$1,000 0.0% of portfolio
52
Q3 2025 New
$26.6B
$1,000 0.0% of portfolio
11
Q3 2025 Added 120.0%
$0
$1,000 0.0% of portfolio
108
Q4 2024 New
$0
$1,000 0.0% of portfolio
200
Q4 2024 New
$9.87B
$0 0.0% of portfolio
3
Q2 2025 New
$4.9B
$0 0.0% of portfolio
5
Q3 2025 New
$0
$0 0.0% of portfolio
3
Q3 2025 Added 50.0%
$3.92B
$0 0.0% of portfolio
11
Q2 2025 New
$4.11B
$0 0.0% of portfolio
11
Q2 2025 New
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