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Community Financial Services Group’s UGI UGI Stock Holding History

Community 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 		$7.42K Hold
216
– – ﹤0.01% 408
2026
Q1 		$7.79K Buy
+216
New +$8.13K ﹤0.01% 343

Other funds holding UGI

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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

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

Community Financial Services Group held its UGI (UGI) position steady in Q2 2026 at 216 shares worth $7.42K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Community Financial Services Group first reported a position in UGI in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.79K in Q1 2026. 102 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • Community Financial Services Group held 216 shares of UGI worth $7.42K as of Q2 2026.
  • Community Financial Services Group left its UGI share count unchanged in Q2 2026.
  • UGI made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #408 holding.
  • Community Financial Services Group first reported a position in UGI in Q1 2026 and has held it in 2 quarters since.
  • Community Financial Services Group's UGI position peaked at $7.79K in Q1 2026.
  • 102 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.