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BCS Private Wealth Management’s UNIFI UFI Stock Holding History

BCS Private Wealth Management’s Portfolio UFI Stock Details UFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$155K Hold
43,436
– – 0.05% 185
2025
Q4 		$152K Hold
43,436
– – 0.05% 172
2025
Q3 		$207K Hold
43,436
– – 0.07% 156
2025
Q2 		$227K Buy
+43,436
New +$214K 0.09% 157

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MA
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ACM
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PA
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2L
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VCM
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PLC
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Dimensional Fund Advisors
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ICM
Invenomic Capital Management Boston, Massachusetts $2.17B AUM 0.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return