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Transamerica Financial Advisors’s UFP Industries UFPI Stock Holding History

Transamerica Financial Advisors’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 		$6.34K Buy
69
+4
+6% +$348 ﹤0.01% 1075
2026
Q1 		$6.07K Buy
65
+23
+55% +$2.33K ﹤0.01% 1007
2025
Q4 		$3.82K Sell
42
-5
-11% -$458 ﹤0.01% 1006
2025
Q3 		$4.39K Buy
+47
New +$4.75K ﹤0.01% 899

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

Transamerica Financial Advisors's UFPI Position: Q2 2026 in Review

Transamerica Financial Advisors increased its UFP Industries (UFPI) stake by 6.2% in Q2 2026, buying an estimated $348 and bringing the position to 69 shares worth $6.34K. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

Transamerica Financial Advisors first reported a position in UFPI in Q3 2025 and has held it in 4 quarters since. 385 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

  • Transamerica Financial Advisors held 69 shares of UFP Industries worth $6.34K as of Q2 2026.
  • Transamerica Financial Advisors bought 4 UFP Industries shares in Q2 2026, an estimated $348.
  • UFP Industries made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1075 holding.
  • Transamerica Financial Advisors first reported a position in UFP Industries in Q3 2025 and has held it in 4 quarters since.
  • 385 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.