BRWA
UFPI icon

B. Riley Wealth Advisors’s UFP Industries UFPI Stock Holding History

B. Riley Wealth Advisors’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
2025
Q4 		– Sell
-2,980
Closed -$279K – 1155
2025
Q3 		$279K Buy
2,980
+25
+0.8% +$2.52K 0.01% 750
2025
Q2 		$294K Buy
+2,955
New +$298K 0.01% 727
2024
Q1 		– Sell
-1,605
Closed -$201K – 1523
2023
Q4 		$201K Buy
+1,605
New +$173K 0.01% 1258
2017
Q2 		– Sell
-7,923
Closed -$261K – 554
2017
Q1 		$261K Sell
7,923
-354
-4% -$11.8K 0.05% 387
2016
Q4 		$282K Sell
8,277
-6
-0.1% -$195 0.06% 362
2016
Q3 		$272K Buy
8,283
+12
+0.1% +$416 0.05% 434
2016
Q2 		$256K Buy
+8,271
New +$233K 0.05% 458
2015
Q1 		– Sell
-72
Closed -$1 – 1903
2014
Q4 		$1 Buy
+72
New +$1.17K ﹤0.01% 3587
2014
Q3 		– Sell
-18
Closed -$285 – 1809
2014
Q2 		$285 Buy
+18
New +$303 ﹤0.01% 2393

Other funds holding UFPI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return