FFA
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Farther Finance Advisors’s UGI UGI Stock Holding History

Farther Finance Advisors’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
Q3 		$1.42M Buy
39,705
+21,315
+116% +$783K 0.01% 947
2026
Q2 		$636K Buy
18,390
+2,449
+15% +$86.6K 0.01% 1374
2026
Q1 		$575K Buy
15,941
+3,831
+32% +$144K 0.01% 1307
2025
Q4 		$453K Buy
12,110
+3,652
+43% +$129K ﹤0.01% 1376
2025
Q3 		$281K Sell
8,458
-395
-4% -$13.8K ﹤0.01% 1424
2025
Q2 		$322K Sell
8,853
-814
-8% -$28K 0.01% 1144
2025
Q1 		$324K Buy
9,667
+5,517
+133% +$175K 0.01% 1008
2024
Q4 		$117K Buy
4,150
+2,077
+100% +$53.9K ﹤0.01% 1236
2024
Q3 		$51.9K Buy
2,073
+1,358
+190% +$32.7K ﹤0.01% 1631
2024
Q2 		$16.3K Buy
715
+207
+41% +$5.01K ﹤0.01% 1856
2024
Q1 		$12.2K Sell
508
-81
-14% -$1.95K ﹤0.01% 1683
2023
Q4 		$14.5K Buy
589
+118
+25% +$2.6K ﹤0.01% 1450
2023
Q3 		$10.8K Sell
471
-5
-1% -$124 ﹤0.01% 1265
2023
Q2 		$12.8K Sell
476
-12
-2% -$364 ﹤0.01% 1118
2023
Q1 		$17K Hold
488
– – 0.01% 954
2022
Q4 		$18.1K Buy
+488
New +$17.6K 0.01% 765

Other funds holding UGI

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PWM
Partnership Wealth Management Towson, Maryland $140M AUM 23.48% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's UGI Position: Q3 2026 in Review

Farther Finance Advisors increased its UGI (UGI) stake by 116% in Q3 2026, buying an estimated $783K and bringing the position to 39,705 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #947.

Farther Finance Advisors first reported a position in UGI in Q4 2022 and has held it in 16 quarters since. 17 funds tracked by Wall St. Rank hold UGI as of Q3 2026.

  • Farther Finance Advisors held 39,705 shares of UGI worth $1.42M as of Q3 2026.
  • Farther Finance Advisors bought 21,315 UGI shares in Q3 2026, an estimated $783K.
  • UGI made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #947 holding.
  • Farther Finance Advisors first reported a position in UGI in Q4 2022 and has held it in 16 quarters since.
  • 17 funds tracked by Wall St. Rank held UGI as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.