BPI
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BFC Planning, Inc.’s UGI UGI Stock Holding History

BFC Planning, Inc.’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 		$292K Sell
8,461
-2,347
-22% -$83K 0.01% 811
2026
Q1 		$394K Sell
10,808
-39
-0.4% -$1.47K 0.02% 646
2025
Q4 		$406K Buy
10,847
+19
+0.2% +$673 0.02% 616
2025
Q3 		$360K Buy
10,828
+3,761
+53% +$131K 0.03% 478
2025
Q2 		$257K Buy
7,067
+23
+0.3% +$791 0.02% 534
2025
Q1 		$233K Sell
7,044
-45
-0.6% -$1.43K 0.02% 550
2024
Q4 		$200K Buy
+7,089
New +$184K 0.02% 616

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 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Snyder Capital Management
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

BFC Planning, Inc.'s UGI Position: Q2 2026 in Review

BFC Planning, Inc. reduced its UGI (UGI) stake by 22% in Q2 2026, selling an estimated $83K and leaving 8,461 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #811.

BFC Planning, Inc. first reported a position in UGI in Q4 2024 and has held it in 7 quarters since. The position peaked at $406K in Q4 2025. 626 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • BFC Planning, Inc. held 8,461 shares of UGI worth $292K as of Q2 2026.
  • BFC Planning, Inc. sold 2,347 UGI shares in Q2 2026, an estimated $83K.
  • UGI made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #811 holding.
  • BFC Planning, Inc. first reported a position in UGI in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s UGI position peaked at $406K in Q4 2025.
  • 626 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.