USA FINANCIAL FORMULAS’s UFP Industries UFPI Stock Holding History

USA FINANCIAL FORMULAS’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	$47.1K	Buy	+519	New	+$45.2K	0.01%	289

Other funds holding UFPI

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

USA FINANCIAL FORMULAS's UFPI Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in UFP Industries (UFPI) in Q2 2026: 519 shares worth $47.1K. The stake represents 0.01% of the portfolio and ranks #289 among its holdings.

129 funds tracked by Wall St. Rank hold UFPI as of Q2 2026.

USA FINANCIAL FORMULAS held 519 shares of UFP Industries worth $47.1K as of Q2 2026.
UFP Industries was a new USA FINANCIAL FORMULAS position in Q2 2026.
UFP Industries made up 0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #289 holding.
129 funds tracked by Wall St. Rank held UFP Industries as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.