Stifel Financial
UFPI icon

Stifel Financial’s UFP Industries UFPI Stock Holding History

Stifel Financial’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
Q2 		$3.98M Sell
43,911
-2,173
-5% -$189K ﹤0.01% 1556
2026
Q1 		$4.25M Buy
46,084
+2,461
+6% +$249K ﹤0.01% 1441
2025
Q4 		$3.97M Sell
43,623
-5,187
-11% -$475K ﹤0.01% 1465
2025
Q3 		$4.56M Sell
48,810
-7,705
-14% -$778K ﹤0.01% 1357
2025
Q2 		$5.62M Sell
56,515
-1,385
-2% -$140K 0.01% 1194
2025
Q1 		$6.2M Sell
57,900
-68,863
-54% -$7.68M 0.01% 1067
2024
Q4 		$14.3M Sell
126,763
-2,274
-2% -$293K 0.01% 708
2024
Q3 		$16.9M Buy
129,037
+1,189
+0.9% +$144K 0.02% 647
2024
Q2 		$14.3M Sell
127,848
-2,137
-2% -$248K 0.02% 674
2024
Q1 		$16M Buy
129,985
+44,453
+52% +$5.16M 0.02% 631
2023
Q4 		$10.7M Buy
85,532
+56,453
+194% +$6.1M 0.01% 749
2023
Q3 		$2.98M Buy
29,079
+1,982
+7% +$200K ﹤0.01% 1333
2023
Q2 		$2.63M Sell
27,097
-5,866
-18% -$489K ﹤0.01% 1431
2023
Q1 		$2.62M Buy
32,963
+2,586
+9% +$221K ﹤0.01% 1404
2022
Q4 		$2.41M Sell
30,377
-877
-3% -$67K ﹤0.01% 1384
2022
Q3 		$2.25M Buy
31,254
+80
+0.3% +$6.36K ﹤0.01% 1388
2022
Q2 		$2.12M Buy
31,174
+1,793
+6% +$135K ﹤0.01% 1456
2022
Q1 		$2.27M Buy
29,381
+5,617
+24% +$469K ﹤0.01% 1529
2021
Q4 		$2.19M Buy
23,764
+3,137
+15% +$264K ﹤0.01% 1551
2021
Q3 		$1.4M Buy
20,627
+2,102
+11% +$153K ﹤0.01% 1831
2021
Q2 		$1.38M Buy
18,525
+7,618
+70% +$601K ﹤0.01% 1859
2021
Q1 		$827K Buy
10,907
+2,413
+28% +$151K ﹤0.01% 2120
2020
Q4 		$472K Sell
8,494
-443
-5% -$24.3K ﹤0.01% 2357
2020
Q3 		$505K Sell
8,937
-2,196
-20% -$124K ﹤0.01% 2086
2020
Q2 		$551K Sell
11,133
-842
-7% -$35.8K ﹤0.01% 1972
2020
Q1 		$464K Sell
11,975
-264,581
-96% -$12.2M ﹤0.01% 1909
2019
Q4 		$13.2M Buy
276,556
+161,371
+140% +$7.6M 0.03% 495
2019
Q3 		$4.56M Buy
+115,185
New +$4.48M 0.01% 870

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
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Stifel Financial's UFPI Position: Q2 2026 in Review

Stifel Financial reduced its UFP Industries (UFPI) stake by 4.7% in Q2 2026, selling an estimated $189K and leaving 43,911 shares worth $3.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Stifel Financial first reported a position in UFPI in Q3 2019 and has held it in 28 quarters since. The position peaked at $16.9M in Q3 2024. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Stifel Financial held 43,911 shares of UFP Industries worth $3.98M as of Q2 2026.
  • Stifel Financial sold 2,173 UFP Industries shares in Q2 2026, an estimated $189K.
  • UFP Industries made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1556 holding.
  • Stifel Financial first reported a position in UFP Industries in Q3 2019 and has held it in 28 quarters since.
  • Stifel Financial's UFP Industries position peaked at $16.9M in Q3 2024.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.