CFO
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Callan Family Office’s UFP Industries UFPI Stock Holding History

Callan Family Office’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 		$3.7M Buy
40,123
+12,840
+47% +$1.3M 0.08% 238
2025
Q4 		$2.48M Sell
27,283
-14,661
-35% -$1.34M 0.05% 314
2025
Q3 		$3.92M Sell
41,944
-1,757
-4% -$177K 0.13% 172
2025
Q2 		$4.34M Buy
43,701
+40,122
+1,121% +$4.05M 0.14% 169
2025
Q1 		$383K Sell
3,579
-1,763
-33% -$197K 0.03% 382
2024
Q4 		$602K Buy
+5,342
New +$688K 0.04% 336

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