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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
Q2 		$206K Hold
43,436
– – 0.06% 183
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

Other funds holding UFI

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BCS Private Wealth Management's UFI Position: Q2 2026 in Review

BCS Private Wealth Management held its UNIFI (UFI) position steady in Q2 2026 at 43,436 shares worth $206K. The position accounts for 0.06% of the portfolio, ranked #183.

BCS Private Wealth Management first reported a position in UFI in Q2 2025 and has held it in 5 quarters since. The position peaked at $227K in Q2 2025. 51 funds tracked by Wall St. Rank hold UFI as of Q2 2026.

  • BCS Private Wealth Management held 43,436 shares of UNIFI worth $206K as of Q2 2026.
  • BCS Private Wealth Management left its UNIFI share count unchanged in Q2 2026.
  • UNIFI made up 0.06% of BCS Private Wealth Management's portfolio in Q2 2026, its #183 holding.
  • BCS Private Wealth Management first reported a position in UNIFI in Q2 2025 and has held it in 5 quarters since.
  • BCS Private Wealth Management's UNIFI position peaked at $227K in Q2 2025.
  • 51 funds tracked by Wall St. Rank held UNIFI as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.