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SVB Wealth’s UFP Industries UFPI Stock Holding History

SVB Wealth’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
Q2 		– Sell
-22
Closed -$2.35K – 1551
2025
Q1 		$2.35K Buy
+22
New +$2.46K ﹤0.01% 1200

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

SVB Wealth's UFPI Position: Q2 2025 in Review

SVB Wealth sold out of UFP Industries (UFPI) in Q2 2025, closing a stake of 22 shares — an estimated $2.35K sold.

SVB Wealth first reported a position in UFPI in Q1 2025 and held it in 1 quarter. The position peaked at $2.35K in Q1 2025. 432 funds tracked by Wall St. Rank hold UFPI as of Q2 2025.

  • SVB Wealth reported no remaining UFP Industries position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 22 UFP Industries shares in Q2 2025, an estimated $2.35K.
  • SVB Wealth first reported a position in UFP Industries in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's UFP Industries position peaked at $2.35K in Q1 2025.
  • 432 funds tracked by Wall St. Rank held UFP Industries as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.