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Newbridge Financial Services Group’s UFP Industries UFPI Stock Holding History

Newbridge Financial Services Group’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
Q1 		– Sell
-15
Closed -$1.37K – 1257
2025
Q4 		$1.37K Hold
15
– – ﹤0.01% 1052
2025
Q3 		$1.4K Hold
15
– – ﹤0.01% 1161
2025
Q2 		$1.49K Hold
15
– – ﹤0.01% 1159
2025
Q1 		$1.61K Hold
15
– – ﹤0.01% 911
2024
Q4 		$1.69K Buy
+15
New +$1.93K ﹤0.01% 986

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

Newbridge Financial Services Group's UFPI Position: Q1 2026 in Review

Newbridge Financial Services Group sold out of UFP Industries (UFPI) in Q1 2026, closing a stake of 15 shares — an estimated $1.37K sold.

Newbridge Financial Services Group first reported a position in UFPI in Q4 2024 and held it in 5 quarters. The position peaked at $1.69K in Q4 2024. 397 funds tracked by Wall St. Rank hold UFPI as of Q1 2026.

  • Newbridge Financial Services Group reported no remaining UFP Industries position as of Q1 2026 after selling out during the quarter.
  • Newbridge Financial Services Group sold 15 UFP Industries shares in Q1 2026, an estimated $1.37K.
  • Newbridge Financial Services Group first reported a position in UFP Industries in Q4 2024 and held it in 5 quarters.
  • Newbridge Financial Services Group's UFP Industries position peaked at $1.69K in Q4 2024.
  • 397 funds tracked by Wall St. Rank held UFP Industries as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.