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SYM Financial Corp’s UGI UGI Stock Holding History

SYM Financial Corp’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 		$329K Buy
9,520
+2,504
+36% +$88.5K 0.03% 233
2026
Q1 		$256K Sell
7,016
-24
-0.3% -$903 0.03% 253
2025
Q4 		$264K Sell
7,040
-17
-0.2% -$602 0.03% 259
2025
Q3 		$235K Sell
7,057
-36
-0.5% -$1.26K 0.03% 277
2025
Q2 		$258K Buy
7,093
+28
+0.4% +$963 0.03% 249
2025
Q1 		$234K Buy
+7,065
New +$224K 0.03% 225

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 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
SCM
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

SYM Financial Corp's UGI Position: Q2 2026 in Review

SYM Financial Corp increased its UGI (UGI) stake by 36% in Q2 2026, buying an estimated $88.5K and bringing the position to 9,520 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #233.

SYM Financial Corp first reported a position in UGI in Q1 2025 and has held it in 6 quarters since. 624 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • SYM Financial Corp held 9,520 shares of UGI worth $329K as of Q2 2026.
  • SYM Financial Corp bought 2,504 UGI shares in Q2 2026, an estimated $88.5K.
  • UGI made up 0.03% of SYM Financial Corp's portfolio in Q2 2026, its #233 holding.
  • SYM Financial Corp first reported a position in UGI in Q1 2025 and has held it in 6 quarters since.
  • 624 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.