Jones Financial Companies
UFPT icon

Jones Financial Companies’s UFP Technologies UFPT Stock Holding History

Jones Financial Companies’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 		$212K Buy
816
+406
+99% +$88.2K ﹤0.01% 2548
2026
Q1 		$77.7K Buy
410
+402
+5,025% +$93.1K ﹤0.01% 2774
2025
Q4 		$1.78K Hold
8
– – ﹤0.01% 3853
2025
Q3 		$1.55K Buy
8
+7
+700% +$1.54K ﹤0.01% 3774
2025
Q2 		$245 Sell
1
-8
-89% -$1.8K ﹤0.01% 3895
2025
Q1 		$1.79K Buy
+9
New +$2.18K ﹤0.01% 3267

Other funds holding UFPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 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
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

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

Jones Financial Companies increased its UFP Technologies (UFPT) stake by 99% in Q2 2026, buying an estimated $88.2K and bringing the position to 816 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #2548.

Jones Financial Companies first reported a position in UFPT in Q1 2025 and has held it in 6 quarters since. 279 funds tracked by Wall St. Rank hold UFPT as of Q2 2026.

  • Jones Financial Companies held 816 shares of UFP Technologies worth $212K as of Q2 2026.
  • Jones Financial Companies bought 406 UFP Technologies shares in Q2 2026, an estimated $88.2K.
  • UFP Technologies made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2548 holding.
  • Jones Financial Companies first reported a position in UFP Technologies in Q1 2025 and has held it in 6 quarters since.
  • 279 funds tracked by Wall St. Rank held UFP Technologies as of Q2 2026.

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