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Confluence Investment Management’s UFP Industries UFPI Stock Holding History

Confluence Investment 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 		$1.47M Buy
16,254
+3,354
+26% +$292K 0.02% 172
2026
Q1 		$1.19M Sell
12,900
-2,805
-18% -$284K 0.02% 202
2025
Q4 		$1.43M Sell
15,705
-7,709
-33% -$706K 0.02% 181
2025
Q3 		$2.19M Buy
23,414
+10,728
+85% +$1.08M 0.03% 157
2025
Q2 		$1.26M Buy
+12,686
New +$1.28M 0.02% 190

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

Confluence Investment Management's UFPI Position: Q2 2026 in Review

Confluence Investment Management increased its UFP Industries (UFPI) stake by 26% in Q2 2026, buying an estimated $292K and bringing the position to 16,254 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #172.

Confluence Investment Management first reported a position in UFPI in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.19M in Q3 2025. 386 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Confluence Investment Management held 16,254 shares of UFP Industries worth $1.47M as of Q2 2026.
  • Confluence Investment Management bought 3,354 UFP Industries shares in Q2 2026, an estimated $292K.
  • UFP Industries made up 0.02% of Confluence Investment Management's portfolio in Q2 2026, its #172 holding.
  • Confluence Investment Management first reported a position in UFP Industries in Q2 2025 and has held it in 5 quarters since.
  • Confluence Investment Management's UFP Industries position peaked at $2.19M in Q3 2025.
  • 386 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.