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Procap Finl shares owned by UMA Financial Services

Quarter-by-quarter ownership of Procap Finl (BRR) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Procap Finl

Tip: Access up to 7 years of quarterly data

All positions including Procap Finl held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Procap Finl by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $353 100 3.53

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Procap Finl

Jane Street
Steadfast Capital Management
LMR Partners
Frigate Ventures
Susquehanna International
Hunting Hill Global Capital
CSS
Barclays
ParaFi Capital
Centiva Capital
Galaxy Group Investments
Woodline Partners
Glazer Capital
UBS Group
RK Capital Management

View all funds holding Procap Finl