Jones Financial Companies
UFPI icon

Jones Financial Companies’s UFP Industries UFPI Stock Holding History

Jones Financial Companies’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
Q1 		$337K Buy
3,753
+2,715
+262% +$274K ﹤0.01% 2212
2025
Q4 		$94.5K Buy
1,038
+155
+18% +$14.2K ﹤0.01% 2238
2025
Q3 		$81.4K Buy
883
+43
+5% +$4.34K ﹤0.01% 2161
2025
Q2 		$83.8K Sell
840
-172
-17% -$17.4K ﹤0.01% 2007
2025
Q1 		$108K Buy
1,012
+481
+91% +$53.7K ﹤0.01% 1743
2024
Q4 		$59.8K Buy
531
+415
+358% +$53.5K ﹤0.01% 1806
2024
Q3 		$15.2K Buy
116
+100
+625% +$12.1K ﹤0.01% 2057
2024
Q2 		$1.79K Buy
+16
New +$1.86K ﹤0.01% 2183
2022
Q1 		– Sell
-45
Closed -$4K – 841
2021
Q4 		$4K Hold
45
– – ﹤0.01% 683
2021
Q3 		$3K Hold
45
– – ﹤0.01% 612
2021
Q2 		$3K Hold
45
– – ﹤0.01% 599
2021
Q1 		$3K Buy
+45
New +$2.82K ﹤0.01% 718

Other funds holding UFPI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return