Bank of Montreal
UFPI icon

Bank of Montreal’s UFP Industries UFPI Stock Holding History

Bank of Montreal’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 		$395K Sell
4,356
-543
-11% -$47.3K ﹤0.01% 2600
2026
Q1 		$451K Buy
4,899
+356
+8% +$36K ﹤0.01% 2442
2025
Q4 		$414K Buy
4,543
+17
+0.4% +$1.56K ﹤0.01% 2406
2025
Q3 		$423K Sell
4,526
-1,175
-21% -$119K ﹤0.01% 2340
2025
Q2 		$566K Sell
5,701
-760
-12% -$76.7K ﹤0.01% 2208
2025
Q1 		$692K Buy
6,461
+86
+1% +$9.6K ﹤0.01% 1998
2024
Q4 		$718K Buy
6,375
+722
+13% +$93K ﹤0.01% 2040
2024
Q3 		$742K Sell
5,653
-228
-4% -$27.5K ﹤0.01% 2185
2024
Q2 		$660K Sell
5,881
-4,343
-42% -$505K ﹤0.01% 2239
2024
Q1 		$1.26M Buy
10,224
+4,645
+83% +$540K ﹤0.01% 1886
2023
Q4 		$711K Buy
5,579
+260
+5% +$28.1K ﹤0.01% 2275
2023
Q3 		$545K Sell
5,319
-25,826
-83% -$2.61M ﹤0.01% 2398
2023
Q2 		$3.04M Buy
31,145
+21,401
+220% +$1.79M ﹤0.01% 1586
2023
Q1 		$822K Buy
9,744
+2,978
+44% +$255K ﹤0.01% 2174
2022
Q4 		$540K Sell
6,766
-382
-5% -$29.2K ﹤0.01% 2566
2022
Q3 		$525 Sell
7,148
-603
-8% -$48K ﹤0.01% 2557
2022
Q2 		$529 Sell
7,751
-9,913
-56% -$747K ﹤0.01% 2656
2022
Q1 		$1.45M Buy
17,664
+366
+2% +$30.5K ﹤0.01% 2110
2021
Q4 		$1.6M Sell
17,298
-3,556
-17% -$299K ﹤0.01% 1695
2021
Q3 		$1.47M Sell
20,854
-822
-4% -$59.7K ﹤0.01% 2258
2021
Q2 		$1.6M Buy
21,676
+4,171
+24% +$329K ﹤0.01% 2196
2021
Q1 		$1.4M Buy
17,505
+918
+6% +$57.5K ﹤0.01% 1967
2020
Q4 		$953K Buy
16,587
+10,981
+196% +$603K ﹤0.01% 2281
2020
Q3 		$326K Sell
5,606
-1,996
-26% -$113K ﹤0.01% 2518
2020
Q2 		$358K Buy
7,602
+5,329
+234% +$227K ﹤0.01% 2442
2020
Q1 		$79K Sell
2,273
-5,967
-72% -$274K ﹤0.01% 2706
2019
Q4 		$393K Buy
8,240
+2,464
+43% +$116K ﹤0.01% 2798
2019
Q3 		$229K Buy
5,776
+221
+4% +$8.6K ﹤0.01% 2824
2019
Q2 		$211K Buy
5,555
+5,003
+906% +$173K ﹤0.01% 2890
2019
Q1 		$17K Sell
552
-2,457
-82% -$73.8K ﹤0.01% 3725
2018
Q4 		$78K Buy
3,009
+435
+17% +$12.5K ﹤0.01% 3073
2018
Q3 		$91K Sell
2,574
-15
-0.6% -$553 ﹤0.01% 3150
2018
Q2 		$95K Sell
2,589
-12
-0.5% -$420 ﹤0.01% 3145
2018
Q1 		$84K Hold
2,601
– – ﹤0.01% 3029
2017
Q4 		$97K Buy
2,601
+42
+2% +$1.54K ﹤0.01% 3011
2017
Q3 		$84K Hold
2,559
– – ﹤0.01% 3053
2017
Q2 		$74K Sell
2,559
-18
-0.7% -$547 ﹤0.01% 3089
2017
Q1 		$85K Sell
2,577
-99
-4% -$3.31K ﹤0.01% 2889
2016
Q4 		$89K Hold
2,676
– – ﹤0.01% 2897
2016
Q3 		$88K Hold
2,676
– – ﹤0.01% 2847
2016
Q2 		$83K Sell
2,676
-606
-18% -$17.1K ﹤0.01% 2883
2016
Q1 		$94K Buy
3,282
+987
+43% +$23.5K ﹤0.01% 2821
2015
Q4 		$52K Buy
2,295
+1,191
+108% +$28.3K ﹤0.01% 3027
2015
Q3 		$21K Sell
1,104
-1,524
-58% -$30.3K ﹤0.01% 3238
2015
Q2 		$46K Buy
2,628
+2,130
+428% +$39K ﹤0.01% 3027
2015
Q1 		$9K Hold
498
– – ﹤0.01% 3530
2014
Q4 		$9K Hold
498
– – ﹤0.01% 3588
2014
Q3 		$7K Sell
498
-1,512
-75% -$23.3K ﹤0.01% 3733
2014
Q2 		$32K Buy
2,010
+1,500
+294% +$25.3K ﹤0.01% 3392
2014
Q1 		$9K Hold
510
– – ﹤0.01% 3707
2013
Q4 		$9K Hold
510
– – ﹤0.01% 3442
2013
Q3 		$7K Hold
510
– – ﹤0.01% 3510
2013
Q2 		$7K Buy
+510
New +$6.64K ﹤0.01% 3388

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of Montreal's UFPI Position: Q2 2026 in Review

Bank of Montreal reduced its UFP Industries (UFPI) stake by 11% in Q2 2026, selling an estimated $47.3K and leaving 4,356 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #2600.

Bank of Montreal first reported a position in UFPI in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.04M in Q2 2023. 363 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Bank of Montreal held 4,356 shares of UFP Industries worth $395K as of Q2 2026.
  • Bank of Montreal sold 543 UFP Industries shares in Q2 2026, an estimated $47.3K.
  • UFP Industries made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2600 holding.
  • Bank of Montreal first reported a position in UFP Industries in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's UFP Industries position peaked at $3.04M in Q2 2023.
  • 363 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.