FFA
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Farther Finance Advisors’s UFP Industries UFPI Stock Holding History

Farther Finance Advisors’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
Q3 		$24K Sell
311
-21
-6% -$1.8K ﹤0.01% 4001
2026
Q2 		$30.1K Buy
332
+45
+16% +$3.92K ﹤0.01% 3664
2026
Q1 		$26.2K Buy
287
+27
+10% +$2.73K ﹤0.01% 3467
2025
Q4 		$23.7K Buy
260
+59
+29% +$5.4K ﹤0.01% 3328
2025
Q3 		$18.8K Buy
201
+14
+7% +$1.41K ﹤0.01% 3089
2025
Q2 		$18.6K Sell
187
-330
-64% -$33.3K ﹤0.01% 2726
2025
Q1 		$55.1K Sell
517
-5
-1% -$558 ﹤0.01% 1848
2024
Q4 		$58.8K Sell
522
-77
-13% -$9.92K ﹤0.01% 1576
2024
Q3 		$78.6K Sell
599
-1
-0.2% -$121 ﹤0.01% 1422
2024
Q2 		$66.2K Buy
600
+517
+623% +$60.1K ﹤0.01% 1295
2024
Q1 		$9.95K Buy
83
+2
+2% +$232 ﹤0.01% 1768
2023
Q4 		$10.2K Buy
81
+75
+1,250% +$8.1K ﹤0.01% 1600
2023
Q3 		$614 Hold
6
– – ﹤0.01% 2211
2023
Q2 		$582 Hold
6
– – ﹤0.01% 2108
2023
Q1 		$477 Hold
6
– – ﹤0.01% 2017
2022
Q4 		$476 Buy
+6
New +$458 ﹤0.01% 1838

Other funds holding UFPI

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

Farther Finance Advisors's UFPI Position: Q3 2026 in Review

Farther Finance Advisors reduced its UFP Industries (UFPI) stake by 6.3% in Q3 2026, selling an estimated $1.8K and leaving 311 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #4001.

Farther Finance Advisors first reported a position in UFPI in Q4 2022 and has held it in 16 quarters since. The position peaked at $78.6K in Q3 2024. 18 funds tracked by Wall St. Rank hold UFPI as of Q3 2026.

  • Farther Finance Advisors held 311 shares of UFP Industries worth $24K as of Q3 2026.
  • Farther Finance Advisors sold 21 UFP Industries shares in Q3 2026, an estimated $1.8K.
  • UFP Industries made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4001 holding.
  • Farther Finance Advisors first reported a position in UFP Industries in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's UFP Industries position peaked at $78.6K in Q3 2024.
  • 18 funds tracked by Wall St. Rank held UFP Industries as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.