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Arlington Trust’s UFP Industries UFPI Stock Holding History

Arlington Trust’s Portfolio UFPI Stock Details UFPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.9K Hold
363
– – ﹤0.01% 323
2026
Q1 		$33.4K Buy
+363
New +$36.7K ﹤0.01% 268
2024
Q1 		– Sell
-18
Closed -$2.26K – 869
2023
Q4 		$2.26K Buy
+18
New +$1.94K ﹤0.01% 608

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Arlington Trust's UFPI Position: Q2 2026 in Review

Arlington Trust held its UFP Industries (UFPI) position steady in Q2 2026 at 363 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Arlington Trust first reported a position in UFPI in Q4 2023 and has held it in 3 quarters since. The position peaked at $33.4K in Q1 2026. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Arlington Trust held 363 shares of UFP Industries worth $32.9K as of Q2 2026.
  • Arlington Trust left its UFP Industries share count unchanged in Q2 2026.
  • UFP Industries made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #323 holding.
  • Arlington Trust first reported a position in UFP Industries in Q4 2023 and has held it in 3 quarters since.
  • Arlington Trust's UFP Industries position peaked at $33.4K in Q1 2026.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.