Position in M
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$235,735
-$11,573 QoQ
Shares Held
10,010
-26.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#301
of 484 holders
Holding Since
Mar 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in M Over Time
Shares Held
Position Value (USD)
Position in Department Stores
Consumer Cyclical · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $235,735 across 1 Department Stores name. M ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | M |
Macy's, Inc.
This page
|
10,010 | $235,735 |
All Filings in M
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,735 | 10,010 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $247,308 | 13,671 | Shares | Defined | 2026-05-15 | |
| 2020-06-30 | $630,228 | 91,603 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $306,644 | 62,453 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||