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Boreal Capital Management’s UFP Industries UFPI Stock Holding History

Boreal Capital Management’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 		$9.53K Hold
105
– – 0.01% 346
2026
Q1 		$9.67K Hold
105
– – 0.01% 338
2025
Q4 		$9.56K Hold
105
– – 0.01% 350
2025
Q3 		$9.82K Buy
+105
New +$10.6K 0.01% 356

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Boreal Capital Management's UFPI Position: Q2 2026 in Review

Boreal Capital Management held its UFP Industries (UFPI) position steady in Q2 2026 at 105 shares worth $9.53K. The position accounts for 0.01% of the portfolio, ranked #346.

Boreal Capital Management first reported a position in UFPI in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.82K in Q3 2025. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Boreal Capital Management held 105 shares of UFP Industries worth $9.53K as of Q2 2026.
  • Boreal Capital Management left its UFP Industries share count unchanged in Q2 2026.
  • UFP Industries made up 0.01% of Boreal Capital Management's portfolio in Q2 2026, its #346 holding.
  • Boreal Capital Management first reported a position in UFP Industries in Q3 2025 and has held it in 4 quarters since.
  • Boreal Capital Management's UFP Industries position peaked at $9.82K in Q3 2025.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.