Raymond James Financial
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Raymond James Financial’s UFP Technologies UFPT Stock Holding History

Raymond James Financial’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
2026
Q1 		$10.3M Buy
53,685
+4,060
+8% +$940K ﹤0.01% 1996
2025
Q4 		$11.2M Buy
49,625
+10,497
+27% +$2.25M ﹤0.01% 1866
2025
Q3 		$7.81M Sell
39,128
-3,208
-8% -$706K ﹤0.01% 2115
2025
Q2 		$10.3M Buy
42,336
+1,188
+3% +$267K ﹤0.01% 1841
2025
Q1 		$8.3M Sell
41,148
-27,593
-40% -$6.68M ﹤0.01% 1965
2024
Q4 		$16.8M Buy
+68,741
New +$20M 0.01% 1451

Other funds holding UFPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Raymond James Financial's UFPT Position: Q1 2026 in Review

Raymond James Financial increased its UFP Technologies (UFPT) stake by 8.2% in Q1 2026, buying an estimated $940K and bringing the position to 53,685 shares worth $10.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

Raymond James Financial first reported a position in UFPT in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.8M in Q4 2024. 273 funds tracked by Wall St. Rank hold UFPT as of Q1 2026.

  • Raymond James Financial held 53,685 shares of UFP Technologies worth $10.3M as of Q1 2026.
  • Raymond James Financial bought 4,060 UFP Technologies shares in Q1 2026, an estimated $940K.
  • UFP Technologies made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1996 holding.
  • Raymond James Financial first reported a position in UFP Technologies in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's UFP Technologies position peaked at $16.8M in Q4 2024.
  • 273 funds tracked by Wall St. Rank held UFP Technologies as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.