JFS Wealth Advisors
UFPT icon

JFS Wealth Advisors’s UFP Technologies UFPT Stock Holding History

JFS Wealth 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 		$297 Hold
1
– – ﹤0.01% 2018
2026
Q2 		$266 Buy
+1
New +$217 ﹤0.01% 2091

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Boston Trust Walden
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State Street
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AltraVue Capital
AltraVue Capital Bellevue, Washington $1.16B AUM 21.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

JFS Wealth Advisors's UFPT Position: Q3 2026 in Review

JFS Wealth Advisors held its UFP Technologies (UFPT) position steady in Q3 2026 at 1 share worth $297. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

JFS Wealth Advisors first reported a position in UFPT in Q2 2026 and has held it in 2 quarters since. 216 funds tracked by Wall St. Rank hold UFPT as of Q3 2026.

  • JFS Wealth Advisors held 1 share of UFP Technologies worth $297 as of Q3 2026.
  • JFS Wealth Advisors left its UFP Technologies share count unchanged in Q3 2026.
  • UFP Technologies made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #2018 holding.
  • JFS Wealth Advisors first reported a position in UFP Technologies in Q2 2026 and has held it in 2 quarters since.
  • 216 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.