City State Bank’s UFP Industries UFPI Stock Holding History

City State Bank’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	$27.2K	Sell	300 -50	-14%	-$4.36K	0.01%	439
2026 Q1	$32.2K	Hold	350	–	–	0.01%	408
2025 Q4	$31.9K	Hold	350	–	–	0.01%	405
2025 Q3	$32.7K	Hold	350	–	–	0.01%	393
2025 Q2	$34.8K	Hold	350	–	–	0.01%	380
2025 Q1	$37.5K	Hold	350	–	–	0.01%	371
2024 Q4	$39.4K	Hold	350	–	–	0.01%	355
2024 Q3	$45.9K	Hold	350	–	–	0.02%	339
2024 Q2	$39.2K	Hold	350	–	–	0.02%	339
2024 Q1	$43K	Hold	350	–	–	0.02%	321
2023 Q4	$44K	Hold	350	–	–	0.02%	308
2023 Q3	$36K	Hold	350	–	–	0.02%	325
2023 Q2	$34K	Buy	+350	New	+$29.2K	0.02%	336

Other funds holding UFPI

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return