SVB Wealth’s UGI UGI Stock Holding History

SVB Wealth’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	$248K	Buy	+6,946	New	+$255K	0.02%	328

Other funds holding UGI

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

SVB Wealth's UGI Position: Q3 2026 in Review

SVB Wealth opened a new position in UGI (UGI) in Q3 2026: 6,946 shares worth $248K. The stake represents 0.02% of the portfolio and ranks #328 among its holdings.

380 funds tracked by Wall St. Rank hold UGI as of Q3 2026.

SVB Wealth held 6,946 shares of UGI worth $248K as of Q3 2026.
UGI was a new SVB Wealth position in Q3 2026.
UGI made up 0.02% of SVB Wealth's portfolio in Q3 2026, its #328 holding.
380 funds tracked by Wall St. Rank held UGI as of Q3 2026.

Based on SVB Wealth's 13F filing for Q3 2026, filed 6 Nov 2026.