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UFPI icon

BOK Financial’s UFP Industries UFPI Stock Holding History

BOK Financial’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
Q1 		$569K Sell
6,180
-617
-9% -$62.4K 0.01% 510
2025
Q4 		$619K Sell
6,797
-484
-7% -$44.3K 0.01% 500
2025
Q3 		$681K Buy
7,281
+35
+0.5% +$3.53K 0.01% 502
2025
Q2 		$720K Buy
7,246
+1,013
+16% +$102K 0.01% 493
2025
Q1 		$667K Buy
6,233
+31
+0.5% +$3.46K 0.01% 498
2024
Q4 		$677K Hold
6,202
– – 0.01% 497
2024
Q3 		$804K Buy
6,202
+434
+8% +$52.4K 0.01% 474
2024
Q2 		$646K Buy
5,768
+2,544
+79% +$296K 0.01% 543
2024
Q1 		$387K Buy
3,224
+1,674
+108% +$194K 0.01% 598
2023
Q4 		$195K Buy
1,550
+18
+1% +$1.94K ﹤0.01% 663
2023
Q3 		$146K Buy
1,532
+156
+11% +$15.8K ﹤0.01% 665
2023
Q2 		$134K Buy
+1,376
New +$115K ﹤0.01% 680

Other funds holding UFPI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return