Steigerwald, Gordon & Koch Inc. UYG β€” ProShares Ultra Financials

Ownership history in Steigerwald, Gordon & Koch Inc.  Β·  3 quarters on record

AI Ownership Summary

Steigerwald, Gordon & Koch Inc. reported ProShares Ultra Financials (UYG) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. The latest visible filing shows UYG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UYG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Steigerwald, Gordon & Koch Inc.'s position in ProShares Ultra Financials, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UYG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Steigerwald, Gordon & Koch Inc. held UYG β€” position size vs. price
% of Fund (quarterly)    UYG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED β€” β€” β€” 300 β€” 0% 0.00% $22K 2026-04-28 $80.50
2025 Q4 UNCHANGED β€” β€” β€” 300 β€” 0% 0.00% $28K 2026-01-23 $85.27
2025 Q3 INITIATED β€” β€” β€” 300 β€” β€” 0.00% $30K 2025-10-23 $84.62

FAQ About Steigerwald, Gordon & Koch Inc. and UYG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Steigerwald, Gordon & Koch Inc. reported owning UYG?

Steigerwald, Gordon & Koch Inc. reported UYG across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported UYG position in Steigerwald, Gordon & Koch Inc.'s portfolio?

The largest reported portfolio weight for UYG was 0.00% in 2025 Q3.

What is the latest reported UYG position on this page?

The most recent filing on this page is 2026 Q1, when Steigerwald, Gordon & Koch Inc. reported 300 shares, equal to 0.00% of portfolio, with an estimated market value of $22K.

What does the chart on this UYG ownership page compare?

The chart compares Steigerwald, Gordon & Koch Inc.'s quarterly UYG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Steigerwald, Gordon & Koch Inc. Holdings