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2Unifi Bank - Q1 2026 13F Filings

2U

2Unifi Bank

CIK: 0002040900
Address: Wyoming Jackson 990 West Broadway Suite 200
$206.51 M
Portfolio Value
519
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/14/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Sells

Q1 2026

Asset Allocation

Stocks/ETFs
-1.99%
$206.51 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

2Unifi Bank Q1 2026 Filing Summary

2Unifi Bank filed its 13F report for Q1 2026 on May 12, 2026. The portfolio totaled 206.51 M reflecting a -1.99% change from the prior quarter, spanning 519 assets. The top 10 holdings comprised 34.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 27 new positions and 29 complete exits.

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Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for 2Unifi Bank’s Q1 2026 Filing

2Unifi Bank submitted their Form 13F-HR for the Q1 2026 period on 05/12/2026. This was the only submission for the quarter.

In the Q1 2026 filing, 2Unifi Bank reported a managed portfolio value of 206.51 M, consisting of 519 individual positions.

This page displays the raw filing documents. To see which stocks 2Unifi Bank bought or sold during Q1 2026, please visit 2Unifi Bank's Portfolio Analysis page.