Flagship Capital Management
UFPI icon

Flagship Capital Management’s UFP Industries UFPI Stock Holding History

Flagship Capital Management’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 		$1.23M Sell
15,937
-630
-4% -$54K 0.75% 30
2026
Q2 		$1.5M Sell
16,567
-70
-0.4% -$6.1K 0.95% 28
2026
Q1 		$1.53M Sell
16,637
-385
-2% -$38.9K 1.13% 27
2025
Q4 		$1.55M Buy
+17,022
New +$1.56M 1.1% 27

Other funds holding UFPI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Flagship Capital Management's UFPI Position: Q3 2026 in Review

Flagship Capital Management reduced its UFP Industries (UFPI) stake by 3.8% in Q3 2026, selling an estimated $54K and leaving 15,937 shares worth $1.23M. The position accounts for 0.75% of the portfolio, ranked #30.

Flagship Capital Management first reported a position in UFPI in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.55M in Q4 2025. 165 funds tracked by Wall St. Rank hold UFPI as of Q3 2026.

  • Flagship Capital Management held 15,937 shares of UFP Industries worth $1.23M as of Q3 2026.
  • Flagship Capital Management sold 630 UFP Industries shares in Q3 2026, an estimated $54K.
  • UFP Industries made up 0.75% of Flagship Capital Management's portfolio in Q3 2026, its #30 holding.
  • Flagship Capital Management first reported a position in UFP Industries in Q4 2025 and has held it in 4 quarters since.
  • Flagship Capital Management's UFP Industries position peaked at $1.55M in Q4 2025.
  • 165 funds tracked by Wall St. Rank held UFP Industries as of Q3 2026.

Based on Flagship Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.