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IFG Advisory’s UFP Industries UFPI Stock Holding History

IFG Advisory’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
Q2 		$938K Buy
+10,337
New +$900K 0.03% 444
2026
Q1 		– Sell
-3,621
Closed -$330K – 838
2025
Q4 		$330K Buy
3,621
+708
+24% +$64.8K 0.01% 612
2025
Q3 		$272K Buy
2,913
+282
+11% +$28.5K 0.01% 660
2025
Q2 		$261K Buy
+2,631
New +$265K 0.01% 640
2024
Q1 		– Sell
-1,975
Closed -$248K – 565
2023
Q4 		$248K Hold
1,975
– – 0.02% 513
2023
Q3 		$202K Buy
+1,975
New +$200K 0.02% 519

Other funds holding UFPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

IFG Advisory's UFPI Position: Q2 2026 in Review

IFG Advisory opened a new position in UFP Industries (UFPI) in Q2 2026: 10,337 shares worth $938K. The stake represents 0.03% of the portfolio and ranks #444 among its holdings. This is a return to the name: IFG Advisory previously reported a position in UFPI as recently as Q4 2025.

IFG Advisory first reported a position in UFPI in Q3 2023 and has held it in 6 quarters since. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • IFG Advisory held 10,337 shares of UFP Industries worth $938K as of Q2 2026.
  • UFP Industries was a new IFG Advisory position in Q2 2026.
  • UFP Industries made up 0.03% of IFG Advisory's portfolio in Q2 2026, its #444 holding.
  • IFG Advisory first reported a position in UFP Industries in Q3 2023 and has held it in 6 quarters since.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.