Position in UFPI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,177,488
-$476,690 QoQ
Shares Held
46,038
-8.9% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#89
of 384 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in UFPI Over Time
Shares Held
Position Value (USD)
Position in Lumber & Wood Production
Basic Materials · as of Jun 30, 2026Focus Partners Wealth holds $4,177,488 across 1 Lumber & Wood Production name. UFPI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UFPI |
Ufp Industries Inc
This page
|
46,038 | $4,177,488 |
All Filings in UFPI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,177,488 | 46,038 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,654,178 | 50,523 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,340,808 | 47,675 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,407,960 | 47,149 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $273,637 | 2,754 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $280,230 | 2,618 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $489,238 | 4,343 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $410,031 | 3,125 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||