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James T. Borello RIA’s UFP Industries UFPI Stock Holding History

James T. Borello RIA’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
Q3 		– Sell
-14
Closed -$1.27K – 1336
2026
Q2 		$1.27K Sell
14
-77
-85% -$6.71K ﹤0.01% 1001
2026
Q1 		$8.38K Buy
91
+31
+52% +$3.13K ﹤0.01% 613
2025
Q4 		$5.46K Sell
60
-9
-13% -$824 ﹤0.01% 545
2025
Q3 		$6.45K Buy
+69
New +$6.97K ﹤0.01% 390

Other funds holding UFPI

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
WG
Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

James T. Borello RIA's UFPI Position: Q3 2026 in Review

James T. Borello RIA sold out of UFP Industries (UFPI) in Q3 2026, closing a stake of 14 shares — an estimated $1.27K sold.

James T. Borello RIA first reported a position in UFPI in Q3 2025 and held it in 4 quarters. The position peaked at $8.38K in Q1 2026. 34 funds tracked by Wall St. Rank hold UFPI as of Q3 2026.

  • James T. Borello RIA reported no remaining UFP Industries position as of Q3 2026 after selling out during the quarter.
  • James T. Borello RIA sold 14 UFP Industries shares in Q3 2026, an estimated $1.27K.
  • James T. Borello RIA first reported a position in UFP Industries in Q3 2025 and held it in 4 quarters.
  • James T. Borello RIA's UFP Industries position peaked at $8.38K in Q1 2026.
  • 34 funds tracked by Wall St. Rank held UFP Industries as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.