BOLTON SECURITIES CORPORATION’s UFP Industries UFPI Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q1	$3.03M	Buy	+28,302	New	+$3.16M	0.18%	151

Other funds holding UFPI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's UFPI Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in UFP Industries (UFPI) in Q1 2025: 28,302 shares worth $3.03M. The stake represents 0.18% of the portfolio and ranks #151 among its holdings.

437 funds tracked by Wall St. Rank hold UFPI as of Q1 2025.

BOLTON SECURITIES CORPORATION held 28,302 shares of UFP Industries worth $3.03M as of Q1 2025.
UFP Industries was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
UFP Industries made up 0.18% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #151 holding.
437 funds tracked by Wall St. Rank held UFP Industries as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.