CFSG
UGI icon

Clark Financial Services Group’s UGI UGI Stock Holding History

Clark Financial Services Group’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 		$379K Buy
10,987
+1,595
+17% +$56.4K 0.18% 74
2026
Q1 		$342K Buy
+9,392
New +$353K 0.19% 80

Other funds holding UGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Clark Financial Services Group's UGI Position: Q2 2026 in Review

Clark Financial Services Group increased its UGI (UGI) stake by 17% in Q2 2026, buying an estimated $56.4K and bringing the position to 10,987 shares worth $379K. The position accounts for 0.18% of the portfolio, ranked #74.

Clark Financial Services Group first reported a position in UGI in Q1 2026 and has held it in 2 quarters since. 618 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Clark Financial Services Group held 10,987 shares of UGI worth $379K as of Q2 2026.
  • Clark Financial Services Group bought 1,595 UGI shares in Q2 2026, an estimated $56.4K.
  • UGI made up 0.18% of Clark Financial Services Group's portfolio in Q2 2026, its #74 holding.
  • Clark Financial Services Group first reported a position in UGI in Q1 2026 and has held it in 2 quarters since.
  • 618 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Clark Financial Services Group's 13F filing for Q2 2026, filed 15 Jul 2026.