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Bare Financial Services’s UFP Technologies UFPT Stock Holding History

Bare Financial Services’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2
Closed -$387 – 1920
2026
Q1 		$387 Hold
2
– – ﹤0.01% 1669
2025
Q4 		$444 Buy
+2
New +$429 ﹤0.01% 1478

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WA
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Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bare Financial Services's UFPT Position: Q2 2026 in Review

Bare Financial Services sold out of UFP Technologies (UFPT) in Q2 2026, closing a stake of 2 shares — an estimated $387 sold.

Bare Financial Services first reported a position in UFPT in Q4 2025 and held it in 2 quarters. The position peaked at $444 in Q4 2025. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • Bare Financial Services reported no remaining UFP Technologies position as of Q2 2026 after selling out during the quarter.
  • Bare Financial Services sold 2 UFP Technologies shares in Q2 2026, an estimated $387.
  • Bare Financial Services first reported a position in UFP Technologies in Q4 2025 and held it in 2 quarters.
  • Bare Financial Services's UFP Technologies position peaked at $444 in Q4 2025.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.