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UGI Corporation shares owned by Convergence Financial

Quarter-by-quarter ownership of UGI Corporation (UGI) shares owned by Convergence Financial from 13F filings

Historical chart of Convergence Financial investment in UGI Corporation

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All positions including UGI Corporation held by Convergence Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UGI Corporation by Convergence Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $201k 5.5k 36.42

More positions owned by Convergence Financial

Spdr Series Trust State Street Spd (SPYV)
Spdr Series Trust State Street Spd (SPAB)
Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (MDYG)
Spdr Series Trust State Street Spd (MDYV)
Spdr Series Trust State Street Spd (SPYG)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Tesla Motors (TSLA)
Ishares Tr Msci Usa Mmentm (MTUM)
Franklin Templeton Etf Tr Invt Grade Corpt (FLCO)
Spdr Series Trust State Street Spd (SLYV)
Spdr Series Trust State Street Spd (SLYG)
Select Sector Spdr Tr State Street Tec (XLK)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)

View all positions for Convergence Financial

Top funds holding UGI Corporation

BlackRock
Vanguard Group
FMR
Vanguard Portfolio Management
Vanguard Capital Management
State Street Corporation
Neuberger Berman Group
LSV Asset Management
Hanna Zanoni
Snyder Capital Management
Geode Capital Management
Northern Trust
Captrust Financial Advisors
Morgan Stanley
Dimensional Fund Advisors

View all funds holding UGI Corporation