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Fiduciary Trust’s UFP Industries UFPI Stock Holding History

Fiduciary Trust’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
2025
Q3 		– Sell
-3,082
Closed -$306K – 876
2025
Q2 		$306K Buy
3,082
+5
+0.2% +$505 ﹤0.01% 682
2025
Q1 		$329K Buy
+3,077
New +$343K ﹤0.01% 636

Other funds holding UFPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fiduciary Trust's UFPI Position: Q3 2025 in Review

Fiduciary Trust sold out of UFP Industries (UFPI) in Q3 2025, closing a stake of 3,082 shares — an estimated $306K sold.

Fiduciary Trust first reported a position in UFPI in Q1 2025 and held it in 2 quarters. The position peaked at $329K in Q1 2025. 414 funds tracked by Wall St. Rank hold UFPI as of Q3 2025.

  • Fiduciary Trust reported no remaining UFP Industries position as of Q3 2025 after selling out during the quarter.
  • Fiduciary Trust sold 3,082 UFP Industries shares in Q3 2025, an estimated $306K.
  • Fiduciary Trust first reported a position in UFP Industries in Q1 2025 and held it in 2 quarters.
  • Fiduciary Trust's UFP Industries position peaked at $329K in Q1 2025.
  • 414 funds tracked by Wall St. Rank held UFP Industries as of Q3 2025.

Based on Fiduciary Trust's 13F filing for Q3 2025, filed 14 Nov 2025.