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LGL Partners’s UNIFI UFI Stock Holding History

LGL Partners’s Portfolio UFI Stock Details UFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-169,040
Closed -$603K – 73
2026
Q1 		$603K Buy
+169,040
New +$651K 0.25% 35
2017
Q3 		– Sell
-48,681
Closed -$1.5M – 86
2017
Q2 		$1.5M Hold
48,681
– – 0.8% 25
2017
Q1 		$1.38M Hold
48,681
– – 0.7% 29
2016
Q4 		$1.59M Sell
48,681
-2,000
-4% -$61.4K 0.87% 25
2016
Q3 		$1.48M Sell
50,681
-4,000
-7% -$109K 0.77% 26
2016
Q2 		$1.43M Sell
54,681
-2,000
-4% -$50.3K 0.78% 28
2016
Q1 		$1.3M Buy
+56,681
New +$1.35M 0.67% 30

Other funds holding UFI

MA
Minerva Advisors Bala Cynwyd, Pennsylvania $158M AUM 42.05% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PLC
Peapod Lane Capital Bedford Hills, New York $148M AUM 89.92% 1-Year Est. Return
ACM
Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LGL Partners's UFI Position: Q2 2026 in Review

LGL Partners sold out of UNIFI (UFI) in Q2 2026, closing a stake of 169,040 shares — an estimated $603K sold.

LGL Partners first reported a position in UFI in Q1 2016 and held it in 7 quarters. The position peaked at $1.59M in Q4 2016. 51 funds tracked by Wall St. Rank hold UFI as of Q2 2026.

  • LGL Partners reported no remaining UNIFI position as of Q2 2026 after selling out during the quarter.
  • LGL Partners sold 169,040 UNIFI shares in Q2 2026, an estimated $603K.
  • LGL Partners first reported a position in UNIFI in Q1 2016 and held it in 7 quarters.
  • LGL Partners's UNIFI position peaked at $1.59M in Q4 2016.
  • 51 funds tracked by Wall St. Rank held UNIFI as of Q2 2026.

Based on LGL Partners's 13F filing for Q2 2026, filed 27 Jul 2026.