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Confluence Investment Management’s UFP Technologies UFPT Stock Holding History

Confluence Investment Management’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.13M Sell
3,808
-1,043
-22% -$294K 0.02% 207
2026
Q2 		$1.29M Sell
4,851
-246
-5% -$53.4K 0.02% 191
2026
Q1 		$987K Sell
5,097
-2,591
-34% -$600K 0.02% 220
2025
Q4 		$1.71M Sell
7,688
-1,617
-17% -$346K 0.03% 168
2025
Q3 		$1.86M Sell
9,305
-719
-7% -$158K 0.03% 165
2025
Q2 		$2.45M Sell
10,024
-701
-7% -$158K 0.03% 158
2025
Q1 		$2.16M Sell
10,725
-496
-4% -$120K 0.03% 173
2024
Q4 		$2.74M Sell
11,221
-27
-0.2% -$7.86K 0.04% 162
2024
Q3 		$3.56M Sell
11,248
-6,214
-36% -$1.98M 0.05% 155
2024
Q2 		$4.61M Sell
17,462
-1,562
-8% -$386K 0.07% 136
2024
Q1 		$4.8M Sell
19,024
-2,833
-13% -$539K 0.06% 134
2023
Q4 		$3.76M Buy
21,857
+13,764
+170% +$2.23M 0.05% 155
2023
Q3 		$1.31M Buy
+8,093
New +$1.42M 0.02% 177

Other funds holding UFPT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Confluence Investment Management's UFPT Position: Q3 2026 in Review

Confluence Investment Management reduced its UFP Technologies (UFPT) stake by 22% in Q3 2026, selling an estimated $294K and leaving 3,808 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #207.

Confluence Investment Management first reported a position in UFPT in Q3 2023 and has held it in 13 quarters since. The position peaked at $4.8M in Q1 2024. 11 funds tracked by Wall St. Rank hold UFPT as of Q3 2026.

  • Confluence Investment Management held 3,808 shares of UFP Technologies worth $1.13M as of Q3 2026.
  • Confluence Investment Management sold 1,043 UFP Technologies shares in Q3 2026, an estimated $294K.
  • UFP Technologies made up 0.02% of Confluence Investment Management's portfolio in Q3 2026, its #207 holding.
  • Confluence Investment Management first reported a position in UFP Technologies in Q3 2023 and has held it in 13 quarters since.
  • Confluence Investment Management's UFP Technologies position peaked at $4.8M in Q1 2024.
  • 11 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2026.

Based on Confluence Investment Management's 13F filing for Q3 2026, filed 1 Oct 2026.