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Keating Financial Advisory Services’s UFP Industries UFPI Stock Holding History

Keating Financial Advisory Services’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 		$1.63K Sell
18
-4
-18% -$348 ﹤0.01% 2016
2026
Q1 		$2.03K Sell
22
-19
-46% -$1.92K ﹤0.01% 1838
2025
Q4 		$3.73K Buy
+41
New +$3.75K ﹤0.01% 1378

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

Keating Financial Advisory Services's UFPI Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its UFP Industries (UFPI) stake by 18% in Q2 2026, selling an estimated $348 and leaving 18 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2016.

Keating Financial Advisory Services first reported a position in UFPI in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.73K in Q4 2025. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Keating Financial Advisory Services held 18 shares of UFP Industries worth $1.63K as of Q2 2026.
  • Keating Financial Advisory Services sold 4 UFP Industries shares in Q2 2026, an estimated $348.
  • UFP Industries made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2016 holding.
  • Keating Financial Advisory Services first reported a position in UFP Industries in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's UFP Industries position peaked at $3.73K in Q4 2025.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.