SFC
UGI icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SYM Financial Corp's UGI Position: Q1 2026 in Review

SYM Financial Corp reduced its UGI (UGI) stake by 0.34% in Q1 2026, selling an estimated $903 and leaving 7,016 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #253.

SYM Financial Corp first reported a position in UGI in Q1 2025 and has held it in 5 quarters since. The position peaked at $264K in Q4 2025. 595 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

  • SYM Financial Corp held 7,016 shares of UGI worth $256K as of Q1 2026.
  • SYM Financial Corp sold 24 UGI shares in Q1 2026, an estimated $903.
  • UGI made up 0.03% of SYM Financial Corp's portfolio in Q1 2026, its #253 holding.
  • SYM Financial Corp first reported a position in UGI in Q1 2025 and has held it in 5 quarters since.
  • SYM Financial Corp's UGI position peaked at $264K in Q4 2025.
  • 595 funds tracked by Wall St. Rank held UGI as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.