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Western Financial Corp’s Ultrapar UGP Stock Holding History

Western Financial Corp’s Portfolio UGP Stock Details UGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$142K Buy
+19,378
New +$128K 0.05% 136

Other funds holding UGP

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Western Financial Corp's UGP Position: Q3 2026 in Review

Western Financial Corp opened a new position in Ultrapar (UGP) in Q3 2026: 19,378 shares worth $142K. The stake represents 0.05% of the portfolio and ranks #136 among its holdings.

6 funds tracked by Wall St. Rank hold UGP as of Q3 2026.

  • Western Financial Corp held 19,378 shares of Ultrapar worth $142K as of Q3 2026.
  • Ultrapar was a new Western Financial Corp position in Q3 2026.
  • Ultrapar made up 0.05% of Western Financial Corp's portfolio in Q3 2026, its #136 holding.
  • 6 funds tracked by Wall St. Rank held Ultrapar as of Q3 2026.

Based on Western Financial Corp's 13F filing for Q3 2026, filed 14 Oct 2026.