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BFC Planning, Inc.’s UFP Technologies UFPT Stock Holding History

BFC Planning, Inc.’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
Q2 		$7.69K Hold
29
– – ﹤0.01% 2496
2026
Q1 		$5.61K Buy
29
+19
+190% +$4.4K ﹤0.01% 2267
2025
Q4 		$2.22K Sell
10
-7
-41% -$1.5K ﹤0.01% 2605
2025
Q3 		$3.39K Buy
17
+10
+143% +$2.2K ﹤0.01% 2322
2025
Q2 		$1.71K Hold
7
– – ﹤0.01% 2340
2025
Q1 		$1.41K Buy
7
+5
+250% +$1.21K ﹤0.01% 2382
2024
Q4 		$489 Buy
+2
New +$582 ﹤0.01% 2480

Other funds holding UFPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BFC Planning, Inc.'s UFPT Position: Q2 2026 in Review

BFC Planning, Inc. held its UFP Technologies (UFPT) position steady in Q2 2026 at 29 shares worth $7.69K. The position accounts for ﹤0.01% of the portfolio, ranked #2496.

BFC Planning, Inc. first reported a position in UFPT in Q4 2024 and has held it in 7 quarters since. 282 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • BFC Planning, Inc. held 29 shares of UFP Technologies worth $7.69K as of Q2 2026.
  • BFC Planning, Inc. left its UFP Technologies share count unchanged in Q2 2026.
  • UFP Technologies made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2496 holding.
  • BFC Planning, Inc. first reported a position in UFP Technologies in Q4 2024 and has held it in 7 quarters since.
  • 282 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.