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Pos shares owned by UMA Financial Services

Quarter-by-quarter ownership of Pos (PKX) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Pos

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

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Quarterly reported holdings in Pos by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.6k 114 49.21
2025-06-30 $4.3k 88 48.50
2025-03-31 $2.5k 52 47.54
2024-12-31 $2.8k 64 43.38

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 Pos

Dimensional Fund Advisors
BlackRock
State Street Corporation
Morgan Stanley
American Century Companies
Northern Trust
Vanguard Group
Bnp Paribas Arbitrage, Snc
Arrowstreet Capital, Limited Partnership
Connor, Clark & Lunn Investment Management
Goldman Sachs Group
Creative Planning
Van Eck Associates Corp.
UBS Group
Vident Advisory

View all funds holding Pos