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Petrus Trust Company’s UFP Industries UFPI Stock Holding History

Petrus Trust Company’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
2025
Q3 		– Sell
-2,273
Closed -$226K – 522
2025
Q2 		$226K Buy
+2,273
New +$229K 0.02% 430
2024
Q3 		– Sell
-4,901
Closed -$549K – 752
2024
Q2 		$549K Buy
+4,901
New +$570K 0.05% 200
2020
Q1 		– Sell
-4,909
Closed -$234K – 320
2019
Q4 		$234K Sell
4,909
-133
-3% -$6.27K 0.04% 205
2019
Q3 		$201K Buy
+5,042
New +$196K 0.04% 230

Other funds holding UFPI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Petrus Trust Company's UFPI Position: Q3 2025 in Review

Petrus Trust Company sold out of UFP Industries (UFPI) in Q3 2025, closing a stake of 2,273 shares — an estimated $226K sold.

Petrus Trust Company first reported a position in UFPI in Q3 2019 and held it in 4 quarters. The position peaked at $549K in Q2 2024. 414 funds tracked by Wall St. Rank hold UFPI as of Q3 2025.

  • Petrus Trust Company reported no remaining UFP Industries position as of Q3 2025 after selling out during the quarter.
  • Petrus Trust Company sold 2,273 UFP Industries shares in Q3 2025, an estimated $226K.
  • Petrus Trust Company first reported a position in UFP Industries in Q3 2019 and held it in 4 quarters.
  • Petrus Trust Company's UFP Industries position peaked at $549K in Q2 2024.
  • 414 funds tracked by Wall St. Rank held UFP Industries as of Q3 2025.

Based on Petrus Trust Company's 13F filing for Q3 2025, filed 14 Nov 2025.