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	-$1K	–	1900
2014 Q4	$1K	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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

B. Riley Wealth Advisors's UFPI Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of UFP Industries (UFPI) in Q4 2025, closing a stake of 2,980 shares — an estimated $279K sold.

B. Riley Wealth Advisors first reported a position in UFPI in Q2 2014 and held it in 9 quarters. The position peaked at $294K in Q2 2025. 412 funds tracked by Wall St. Rank hold UFPI as of Q4 2025.

B. Riley Wealth Advisors reported no remaining UFP Industries position as of Q4 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 2,980 UFP Industries shares in Q4 2025, an estimated $279K.
B. Riley Wealth Advisors first reported a position in UFP Industries in Q2 2014 and held it in 9 quarters.
B. Riley Wealth Advisors's UFP Industries position peaked at $294K in Q2 2025.
412 funds tracked by Wall St. Rank held UFP Industries as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.