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Park Square Financial Group’s UFP Technologies UFPT Stock Holding History

Park Square Financial Group’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
2025
Q3 		– Sell
-426
Closed -$104K – 899
2025
Q2 		$104K Hold
426
– – 0.08% 193
2025
Q1 		$85.9K Sell
426
-10
-2% -$2.42K 0.07% 197
2024
Q4 		$107K Buy
+436
New +$127K 0.07% 169

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Park Square Financial Group's UFPT Position: Q3 2025 in Review

Park Square Financial Group sold out of UFP Technologies (UFPT) in Q3 2025, closing a stake of 426 shares — an estimated $104K sold.

Park Square Financial Group first reported a position in UFPT in Q4 2024 and held it in 3 quarters. The position peaked at $107K in Q4 2024. 275 funds tracked by Wall St. Rank hold UFPT as of Q3 2025.

  • Park Square Financial Group reported no remaining UFP Technologies position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 426 UFP Technologies shares in Q3 2025, an estimated $104K.
  • Park Square Financial Group first reported a position in UFP Technologies in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's UFP Technologies position peaked at $107K in Q4 2024.
  • 275 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.