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Farther Finance Advisors’s UFP Technologies UFPT Stock Holding History

Farther Finance Advisors’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 		$19.9K Buy
67
+4
+6% +$1.13K ﹤0.01% 4145
2026
Q2 		$16.7K Buy
63
+14
+29% +$3.04K ﹤0.01% 4104
2026
Q1 		$9.51K Sell
49
-3
-6% -$695 ﹤0.01% 4149
2025
Q4 		$11.5K Sell
52
-89
-63% -$19.1K ﹤0.01% 3818
2025
Q3 		$28.1K Sell
141
-1,378
-91% -$303K ﹤0.01% 2806
2025
Q2 		$371K Buy
1,519
+333
+28% +$74.9K 0.01% 1065
2025
Q1 		$242K Buy
1,186
+959
+422% +$232K 0.01% 1153
2024
Q4 		$55.5K Sell
227
-18
-7% -$5.24K ﹤0.01% 1608
2024
Q3 		$77.6K Buy
245
+11
+5% +$3.51K ﹤0.01% 1428
2024
Q2 		$67.6K Buy
234
+230
+5,750% +$56.8K ﹤0.01% 1285
2024
Q1 		$1K Hold
4
– – ﹤0.01% 2771
2023
Q4 		$688 Hold
4
– – ﹤0.01% 2866
2023
Q3 		$646 Hold
4
– – ﹤0.01% 2200
2023
Q2 		$775 Hold
4
– – ﹤0.01% 2040
2023
Q1 		$519 Hold
4
– – ﹤0.01% 1997
2022
Q4 		$472 Buy
+4
New +$426 ﹤0.01% 1842

Other funds holding UFPT

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 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
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

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

Farther Finance Advisors increased its UFP Technologies (UFPT) stake by 6.3% in Q3 2026, buying an estimated $1.13K and bringing the position to 67 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4145.

Farther Finance Advisors first reported a position in UFPT in Q4 2022 and has held it in 16 quarters since. The position peaked at $371K in Q2 2025. 11 funds tracked by Wall St. Rank hold UFPT as of Q3 2026.

  • Farther Finance Advisors held 67 shares of UFP Technologies worth $19.9K as of Q3 2026.
  • Farther Finance Advisors bought 4 UFP Technologies shares in Q3 2026, an estimated $1.13K.
  • UFP Technologies made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4145 holding.
  • Farther Finance Advisors first reported a position in UFP Technologies in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's UFP Technologies position peaked at $371K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2026.

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