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Chicago Trust’s UFP Industries UFPI Stock Holding History

Chicago Trust’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 		$1.39M Hold
15,301
– – 0.2% 104
2026
Q1 		$1.41M Sell
15,301
-100
-0.6% -$10.1K 0.23% 93
2025
Q4 		$1.4M Hold
15,401
– – 0.22% 94
2025
Q3 		$1.44M Hold
15,401
– – 0.2% 93
2025
Q2 		$1.53M Buy
+15,401
New +$1.55M 0.22% 94

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

Chicago Trust's UFPI Position: Q2 2026 in Review

Chicago Trust held its UFP Industries (UFPI) position steady in Q2 2026 at 15,301 shares worth $1.39M. The position accounts for 0.2% of the portfolio, ranked #104.

Chicago Trust first reported a position in UFPI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.53M in Q2 2025. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Chicago Trust held 15,301 shares of UFP Industries worth $1.39M as of Q2 2026.
  • Chicago Trust left its UFP Industries share count unchanged in Q2 2026.
  • UFP Industries made up 0.2% of Chicago Trust's portfolio in Q2 2026, its #104 holding.
  • Chicago Trust first reported a position in UFP Industries in Q2 2025 and has held it in 5 quarters since.
  • Chicago Trust's UFP Industries position peaked at $1.53M in Q2 2025.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.