United Capital Financial Advisers, LLC Banks—Regional

United Capital Financial Advisers, LLC

  • $11.5 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$141B
$5.79 Million 0.05% of portfolio
87,080
Q1 2025 Reduced 15.23%
$1.27B
$4.45 Million 0.04% of portfolio
62,410
Q1 2025 Added 0.62%
$67.2B
$2.73 Million 0.02% of portfolio
64,621
Q1 2025 Reduced 3.87%
$79.2B
$2.22 Million 0.02% of portfolio
12,615
Q1 2025 Added 0.3%
$5.04B
$2.09 Million 0.02% of portfolio
60,305
Q1 2025 New
$59.7B
$1.83 Million 0.02% of portfolio
44,552
Q1 2025 Added 7.22%
$29.2B
$1.73 Million 0.02% of portfolio
44,182
Q1 2025 Reduced 4.21%
$22.9B
$1.52 Million 0.01% of portfolio
69,888
Q1 2025 Added 1.27%
$17.1B
$1.45 Million 0.01% of portfolio
90,874
Q1 2025 Added 0.41%
$2.36B
$1.33 Million 0.01% of portfolio
53,319
Q1 2025 New
$951M
$1.21 Million 0.01% of portfolio
19,179
Q1 2025 Reduced 15.69%
$24.5B
$1.12 Million 0.01% of portfolio
74,380
Q1 2025 Added 30.34%
$8.17B
$920,000 0.01% of portfolio
15,590
Q1 2025 Added 0.46%
$70.9B
$825,000 0.01% of portfolio
149,734
Q1 2025 Reduced 0.79%
$24.2B
$793,000 0.01% of portfolio
19,367
Q1 2025 Reduced 0.89%
$2.4B
$788,000 0.01% of portfolio
10,813
Q4 2024 Reduced 0.01%
$33.8B
$686,000 0.01% of portfolio
3,840
Q1 2025 Added 3.28%
$61.4B
$613,000 0.01% of portfolio
25,724
Q1 2025 Added 7.56%
$116B
$585,000 0.01% of portfolio
18,564
Q1 2025 Reduced 7.52%
$71.2B
$463,000 0.0% of portfolio
121,364
Q1 2025 Added 0.57%
$8.44B
$459,000 0.0% of portfolio
9,221
Q1 2025 Reduced 0.44%
$11.9B
$438,000 0.0% of portfolio
22,573
Q1 2025 Reduced 15.1%
$2.5B
$387,000 0.0% of portfolio
18,883
Q1 2025 Reduced 0.05%
$7.39B
$383,000 0.0% of portfolio
4,136
Q1 2025 New
$32B
$314,000 0.0% of portfolio
5,821
Q1 2025 Reduced 0.82%
$17.8B
$289,000 0.0% of portfolio
8,377
Q1 2025 Reduced 0.69%
$6.39B
$247,000 0.0% of portfolio
8,166
Q1 2025 Reduced 25.99%
$9.08B
$213,000 0.0% of portfolio
2,012
Q1 2025 Reduced 2.28%
$63.2B
$117,000 0.0% of portfolio
21,353
Q1 2025 Added 1.37%
$30.7B
$36,000 0.0% of portfolio
16,440
Q1 2025 Reduced 10.17%
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