Uma Financial Services, Inc. Asset Management

Uma Financial Services, Inc.

  • $601 Million
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$454,000 0.08% of portfolio
17,939
Q3 2022 Added 26.88%
$0
$323,000 0.05% of portfolio
15,539
Q2 2022 Reduced 36.58%
$0
$298,000 0.05% of portfolio
14,833
Q2 2022 Reduced 39.46%
$0
$204,000 0.03% of portfolio
32,330
Q2 2022 Reduced 6.29%
$119B
$136,000 0.02% of portfolio
915
Q2 2025 Added 3.62%
$0
$124,000 0.02% of portfolio
14,382
Q2 2025 Added 0.43%
$0
$109,000 0.02% of portfolio
10,000
Q4 2024 Reduced 15.58%
$0
$40,000 0.01% of portfolio
844
Q4 2024 New
$0
$34,000 0.01% of portfolio
1,270
Q2 2025 Added 1.84%
$8.55B
$33,000 0.01% of portfolio
1,742
Q2 2025 Added 4.88%
$19B
$29,000 0.0% of portfolio
374
Q4 2024 New
$4.74B
$22,000 0.0% of portfolio
357
Q2 2025 Added 8.51%
$0
$19,000 0.0% of portfolio
820
Q4 2024 New
$87.3B
$14,000 0.0% of portfolio
105
Q2 2025 Added 8.25%
$5.15B
$12,000 0.0% of portfolio
392
Q1 2025 Reduced 79.42%
$0
$11,000 0.0% of portfolio
307
Q4 2024 New
$0
$7,000 0.0% of portfolio
589
Q4 2024 New
$11.8B
$5,000 0.0% of portfolio
63
Q2 2025 Added 215.0%
$0
$4,000 0.0% of portfolio
190
Q4 2024 New
$0
$4,000 0.0% of portfolio
300
Q2 2025 New
$0
$3,000 0.0% of portfolio
275
Q4 2024 New
$32.3B
$2,000 0.0% of portfolio
13
Q2 2025 New
$4.58B
$2,000 0.0% of portfolio
61
Q2 2025 Added 134.62%
$0
$2,000 0.0% of portfolio
219
Q1 2025 Reduced 98.75%
$751M
$2,000 0.0% of portfolio
177
Q2 2025 New
$81.4B
$1,000 0.0% of portfolio
21
Q2 2025 New
$427M
$1,000 0.0% of portfolio
7
Q2 2025 Reduced 46.15%
$7.12B
$1,000 0.0% of portfolio
33
Q2 2025 New
$123B
$1,000 0.0% of portfolio
9
Q2 2025 Added 50.0%
$0
$1,000 0.0% of portfolio
108
Q4 2024 New
$0
$1,000 0.0% of portfolio
175
Q2 2025 New
$0
$1,000 0.0% of portfolio
200
Q4 2024 New
$8.13B
$0 0.0% of portfolio
3
Q2 2025 New
$12.6B
$0 0.0% of portfolio
21
Q4 2024 New
$0
$0 0.0% of portfolio
2
Q4 2024 New
$26.2B
$0 0.0% of portfolio
5
Q2 2025 New
$40.4B
$0 0.0% of portfolio
6
Q2 2025 New
$3.63B
$0 0.0% of portfolio
11
Q2 2025 New
$4.07B
$0 0.0% of portfolio
11
Q2 2025 New
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