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
Q2 		$300K Sell
3,253
-500
-13% -$43.5K ﹤0.01% 2414
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 $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

Jones Financial Companies's UFPI Position: Q2 2026 in Review

Jones Financial Companies reduced its UFP Industries (UFPI) stake by 13% in Q2 2026, selling an estimated $43.5K and leaving 3,253 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #2414.

Jones Financial Companies first reported a position in UFPI in Q1 2021 and has held it in 13 quarters since. The position peaked at $337K in Q1 2026. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Jones Financial Companies held 3,253 shares of UFP Industries worth $300K as of Q2 2026.
  • Jones Financial Companies sold 500 UFP Industries shares in Q2 2026, an estimated $43.5K.
  • UFP Industries made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2414 holding.
  • Jones Financial Companies first reported a position in UFP Industries in Q1 2021 and has held it in 13 quarters since.
  • Jones Financial Companies's UFP Industries position peaked at $337K in Q1 2026.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.