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Fundamental Global shares owned by UMA Financial Services

Quarter-by-quarter ownership of Fundamental Global (FGNX) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Fundamental Global

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fundamental Global by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $916 167 5.49

More positions owned by UMA Financial Services

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

View all positions for UMA Financial Services

Top funds holding Fundamental Global

Citadel Advisors
Almitas Capital
Hudson Bay Capital Management
Everstar Asset Management
Cable Car Capital
Millennium Management
Rangeley Capital
Vanguard Group
Geode Capital Management
UBS Group
Tower Research Capital
BlackRock
Toronto-Dominion Bank
Principal Securities
UMA Financial Services

View all funds holding Fundamental Global