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Key Financial Inc’s UFP Industries UFPI Stock Holding History

Key Financial Inc’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 		$13.7K Hold
151
– – ﹤0.01% 800
2026
Q1 		$13.9K Hold
151
– – ﹤0.01% 807
2025
Q4 		$13.7K Hold
151
– – ﹤0.01% 804
2025
Q3 		$14K Sell
151
-48
-24% -$4.85K ﹤0.01% 794
2025
Q2 		$19.8K Buy
+199
New +$20.1K ﹤0.01% 699
2020
Q2 		– Sell
-48
Closed -$2K – 590
2020
Q1 		$2K Buy
+48
New +$2.21K ﹤0.01% 616

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

Key Financial Inc's UFPI Position: Q2 2026 in Review

Key Financial Inc held its UFP Industries (UFPI) position steady in Q2 2026 at 151 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #800.

Key Financial Inc first reported a position in UFPI in Q1 2020 and has held it in 6 quarters since. The position peaked at $19.8K in Q2 2025. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Key Financial Inc held 151 shares of UFP Industries worth $13.7K as of Q2 2026.
  • Key Financial Inc left its UFP Industries share count unchanged in Q2 2026.
  • UFP Industries made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #800 holding.
  • Key Financial Inc first reported a position in UFP Industries in Q1 2020 and has held it in 6 quarters since.
  • Key Financial Inc's UFP Industries position peaked at $19.8K in Q2 2025.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.