EF
UFI icon

Empowered Funds’s UNIFI UFI Stock Holding History

Empowered Funds’s Portfolio UFI Stock Details UFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$138K Buy
+38,558
New +$149K ﹤0.01% 2057
2025
Q4 		– Sell
-38,558
Closed -$184K – 1855
2025
Q3 		$184K Buy
38,558
+143
+0.4% +$659 ﹤0.01% 1739
2025
Q2 		$201K Sell
38,415
-559
-1% -$2.75K ﹤0.01% 1647
2025
Q1 		$187K Buy
38,974
+1,196
+3% +$6.7K ﹤0.01% 1517
2024
Q4 		$236K Buy
37,778
+1,474
+4% +$9.03K ﹤0.01% 1458
2024
Q3 		$266K Buy
36,304
+1,742
+5% +$11K ﹤0.01% 1271
2024
Q2 		$204K Buy
34,562
+2,340
+7% +$13.9K ﹤0.01% 1300
2024
Q1 		$193K Buy
32,222
+2,384
+8% +$14.4K ﹤0.01% 1316
2023
Q4 		$199K Buy
29,838
+2,688
+10% +$17.5K 0.01% 1212
2023
Q3 		$193K Buy
27,150
+2,212
+9% +$16.4K 0.01% 1155
2023
Q2 		$201K Buy
+24,938
New +$195K 0.01% 1074

Other funds holding UFI

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
2L
22NW LP Seattle, Washington $146M AUM 29.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PLC
Peapod Lane Capital Bedford Hills, New York $122M AUM 67.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.17B AUM 0.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return