CBU
UGI icon

CIBC Bancorp USA’s UGI UGI Stock Holding History

CIBC Bancorp USA’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 		$1.58M Buy
46,087
+2,203
+5% +$77.9K ﹤0.01% 999
2026
Q1 		$1.6M Buy
+43,884
New +$1.65M ﹤0.01% 953

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CIBC Bancorp USA's UGI Position: Q2 2026 in Review

CIBC Bancorp USA increased its UGI (UGI) stake by 5% in Q2 2026, buying an estimated $77.9K and bringing the position to 46,087 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #999.

CIBC Bancorp USA first reported a position in UGI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.6M in Q1 2026. 590 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • CIBC Bancorp USA held 46,087 shares of UGI worth $1.58M as of Q2 2026.
  • CIBC Bancorp USA bought 2,203 UGI shares in Q2 2026, an estimated $77.9K.
  • UGI made up ﹤0.01% of CIBC Bancorp USA's portfolio in Q2 2026, its #999 holding.
  • CIBC Bancorp USA first reported a position in UGI in Q1 2026 and has held it in 2 quarters since.
  • CIBC Bancorp USA's UGI position peaked at $1.6M in Q1 2026.
  • 590 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on CIBC Bancorp USA's 13F filing for Q2 2026, filed 13 Aug 2026.