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Putney Financial Group’s UFP Industries UFPI Stock Holding History

Putney Financial 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
2025
Q3 		– Sell
-266
Closed -$26.4K – 262
2025
Q2 		$26.4K Hold
266
– – 0.03% 159
2025
Q1 		$28.5K Hold
266
– – 0.03% 142
2024
Q4 		$30K Buy
+266
New +$34.3K 0.03% 158

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

Putney Financial Group's UFPI Position: Q3 2025 in Review

Putney Financial Group sold out of UFP Industries (UFPI) in Q3 2025, closing a stake of 266 shares — an estimated $26.4K sold.

Putney Financial Group first reported a position in UFPI in Q4 2024 and held it in 3 quarters. The position peaked at $30K in Q4 2024. 414 funds tracked by Wall St. Rank hold UFPI as of Q3 2025.

  • Putney Financial Group reported no remaining UFP Industries position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 266 UFP Industries shares in Q3 2025, an estimated $26.4K.
  • Putney Financial Group first reported a position in UFP Industries in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's UFP Industries position peaked at $30K in Q4 2024.
  • 414 funds tracked by Wall St. Rank held UFP Industries as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.