West Branch Capital’s Frontier Group Holdings ULCC Stock Holding History

West Branch Capital’s Portfolio ULCC Stock Details ULCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-621	Closed	-$2.19K	–	387
2026 Q1	$2.19K	Hold	621	–	–	﹤0.01%	307
2025 Q4	$2.92K	Hold	621	–	–	﹤0.01%	334
2025 Q3	$2.74K	Hold	621	–	–	﹤0.01%	355
2025 Q2	$2.25K	Hold	621	–	–	﹤0.01%	373
2025 Q1	$2.7K	Hold	621	–	–	﹤0.01%	387
2024 Q4	$4.42K	Hold	621	–	–	﹤0.01%	342
2024 Q3	$3.32K	Hold	621	–	–	﹤0.01%	359
2024 Q2	$3.06K	Hold	621	–	–	﹤0.01%	361
2024 Q1	$5.04K	Hold	621	–	–	﹤0.01%	335
2023 Q4	$3.39K	Hold	621	–	–	﹤0.01%	365
2023 Q3	$3.01K	Hold	621	–	–	﹤0.01%	371
2023 Q2	$6.01K	Buy	+621	New	+$5.58K	﹤0.01%	330

Other funds holding ULCC

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return