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United Community Bank’s UGI UGI Stock Holding History

United Community Bank’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 		$20.6K Hold
595
– – 0.01% 396
2026
Q1 		$21.7K Sell
595
-1,480
-71% -$55.7K 0.01% 421
2025
Q4 		$77.7K Buy
2,075
+130
+7% +$4.6K 0.03% 253
2025
Q3 		$64.7K Buy
1,945
+80
+4% +$2.8K 0.02% 305
2025
Q2 		$67.9K Sell
1,865
-190
-9% -$6.54K 0.02% 280
2025
Q1 		$68K Buy
2,055
+1,210
+143% +$38.3K 0.03% 289
2024
Q4 		$23.9K Hold
845
– – 0.01% 317
2024
Q3 		$21.1K Buy
845
+90
+12% +$2.17K 0.01% 315
2024
Q2 		$17.3K Hold
755
– – 0.01% 339
2024
Q1 		$18.5K Buy
755
+105
+16% +$2.52K 0.01% 312
2023
Q4 		$16K Hold
650
– – 0.01% 326
2023
Q3 		$14.9K Buy
650
+185
+40% +$4.59K 0.01% 305
2023
Q2 		$12.5K Hold
465
– – 0.01% 211
2023
Q1 		$16.2K Hold
465
– – 0.02% 199
2022
Q4 		$17.2K Sell
465
-50
-10% -$1.81K 0.02% 210
2022
Q3 		$16.6K Hold
515
– – 0.02% 203
2022
Q2 		$19.9K Buy
515
+205
+66% +$7.95K 0.02% 203
2022
Q1 		$11.2K Buy
+310
New +$12.4K 0.01% 229

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

United Community Bank's UGI Position: Q2 2026 in Review

United Community Bank held its UGI (UGI) position steady in Q2 2026 at 595 shares worth $20.6K. The position accounts for 0.01% of the portfolio, ranked #396.

United Community Bank first reported a position in UGI in Q1 2022 and has held it in 18 quarters since. The position peaked at $77.7K in Q4 2025. 624 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • United Community Bank held 595 shares of UGI worth $20.6K as of Q2 2026.
  • United Community Bank left its UGI share count unchanged in Q2 2026.
  • UGI made up 0.01% of United Community Bank's portfolio in Q2 2026, its #396 holding.
  • United Community Bank first reported a position in UGI in Q1 2022 and has held it in 18 quarters since.
  • United Community Bank's UGI position peaked at $77.7K in Q4 2025.
  • 624 funds tracked by Wall St. Rank held UGI as of Q2 2026.

Based on United Community Bank's 13F filing for Q2 2026, filed 13 Aug 2026.