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Bard Financial Services’s United States Natural Gas Fund UNG Stock Holding History

Bard Financial Services’s Portfolio UNG Stock Details UNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$562K Buy
43,000
+11,500
+37% +$154K 0.06% 141
2025
Q2 		$481K Buy
31,500
+3,500
+13% +$60.4K 0.06% 146
2025
Q1 		$605K Buy
+28,000
New +$552K 0.07% 137

Other funds holding UNG

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CIA
Corigliano Investment Advisers Raleigh, North Carolina $256M AUM 54.89% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bard Financial Services's UNG Position: Q3 2025 in Review

Bard Financial Services increased its United States Natural Gas Fund (UNG) stake by 37% in Q3 2025, buying an estimated $154K and bringing the position to 43,000 shares worth $562K. The position accounts for 0.06% of the portfolio, ranked #141.

Bard Financial Services first reported a position in UNG in Q1 2025 and has held it in 3 quarters since. The position peaked at $605K in Q1 2025. 91 funds tracked by Wall St. Rank hold UNG as of Q3 2025.

  • Bard Financial Services held 43,000 shares of United States Natural Gas Fund worth $562K as of Q3 2025.
  • Bard Financial Services bought 11,500 United States Natural Gas Fund shares in Q3 2025, an estimated $154K.
  • United States Natural Gas Fund made up 0.06% of Bard Financial Services's portfolio in Q3 2025, its #141 holding.
  • Bard Financial Services first reported a position in United States Natural Gas Fund in Q1 2025 and has held it in 3 quarters since.
  • Bard Financial Services's United States Natural Gas Fund position peaked at $605K in Q1 2025.
  • 91 funds tracked by Wall St. Rank held United States Natural Gas Fund as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.