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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

City State Bank's UFPI Position: Q2 2026 in Review

City State Bank reduced its UFP Industries (UFPI) stake by 14% in Q2 2026, selling an estimated $4.36K and leaving 300 shares worth $27.2K. The position accounts for 0.01% of the portfolio, ranked #439.

City State Bank first reported a position in UFPI in Q2 2023 and has held it in 13 quarters since. The position peaked at $45.9K in Q3 2024. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

City State Bank held 300 shares of UFP Industries worth $27.2K as of Q2 2026.
City State Bank sold 50 UFP Industries shares in Q2 2026, an estimated $4.36K.
UFP Industries made up 0.01% of City State Bank's portfolio in Q2 2026, its #439 holding.
City State Bank first reported a position in UFP Industries in Q2 2023 and has held it in 13 quarters since.
City State Bank's UFP Industries position peaked at $45.9K in Q3 2024.
385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.