Merit Financial Group, LLC has opened a new $120.7M position in $UBND, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $UBND.
$UBND Hedge Fund Activity
We have seen 14 institutional investors add shares of $UBND stock to their portfolio, and 11 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAHABA WEALTH MANAGEMENT, INC. added 7,619,630 shares (+31968.2%) to their portfolio in Q3 2025, for an estimated $168,012,841
- MERIT FINANCIAL GROUP, LLC added 5,472,002 shares (+inf%) to their portfolio in Q3 2025, for an estimated $120,657,644
- VICTORY CAPITAL MANAGEMENT INC added 4,680,000 shares (+44.5%) to their portfolio in Q2 2025, for an estimated $102,258,000
- CORIENT PRIVATE WEALTH LLC added 524,257 shares (+168.1%) to their portfolio in Q2 2025, for an estimated $11,455,015
- RETIREMENT PLANNING GROUP, LLC added 322,534 shares (+6.5%) to their portfolio in Q2 2025, for an estimated $7,047,367
- HUNTLEIGH ADVISORS, INC. added 267,431 shares (+inf%) to their portfolio in Q2 2025, for an estimated $5,843,367
- ANNEX ADVISORY SERVICES, LLC removed 243,544 shares (-1.5%) from their portfolio in Q3 2025, for an estimated $5,370,145
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $UBND ticker page for more data.
