ABWM
UGI icon

Alpine Bank Wealth Management’s UGI UGI Stock Holding History

Alpine Bank Wealth Management’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.7K Buy
+628
New +$22.2K ﹤0.01% 336
2025
Q4 		– Sell
-475
Closed -$15.8K – 386
2025
Q3 		$15.8K Buy
+475
New +$16.6K ﹤0.01% 356

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Alpine Bank Wealth Management's UGI Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in UGI (UGI) in Q2 2026: 628 shares worth $21.7K. The stake represents ﹤0.01% of the portfolio and ranks #336 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in UGI as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in UGI in Q3 2025 and has held it in 2 quarters since. 341 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Alpine Bank Wealth Management held 628 shares of UGI worth $21.7K as of Q2 2026.
  • UGI was a new Alpine Bank Wealth Management position in Q2 2026.
  • UGI made up ﹤0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #336 holding.
  • Alpine Bank Wealth Management first reported a position in UGI in Q3 2025 and has held it in 2 quarters since.
  • 341 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.