BFC Planning, Inc.’s Ultrapar UGP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$130K Buy
+25,915
New +$143K 0.01% 1117
2026
Q1
– Sell
-42
Closed -$158 – 3330
2025
Q4
$158 Buy
+42
New +$166 ﹤0.01% 3047

Other funds holding UGP

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

BFC Planning, Inc. opened a new position in Ultrapar (UGP) in Q2 2026: 25,915 shares worth $130K. The stake represents 0.01% of the portfolio and ranks #1117 among its holdings. This is a return to the name: BFC Planning, Inc. previously reported a position in UGP as recently as Q4 2025.

BFC Planning, Inc. first reported a position in UGP in Q4 2025 and has held it in 2 quarters since. 182 funds tracked by Wall St. Rank hold UGP as of Q2 2026.

  • BFC Planning, Inc. held 25,915 shares of Ultrapar worth $130K as of Q2 2026.
  • Ultrapar was a new BFC Planning, Inc. position in Q2 2026.
  • Ultrapar made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1117 holding.
  • BFC Planning, Inc. first reported a position in Ultrapar in Q4 2025 and has held it in 2 quarters since.
  • 182 funds tracked by Wall St. Rank held Ultrapar as of Q2 2026.

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