Superior Planning, LLC’s United Fire Group UFCS Stock Holding History

Superior Planning, LLC’s Portfolio UFCS Stock Details UFCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$105	Buy	+2	New	+$106	﹤0.01%	2083

Other funds holding UFCS

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

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

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

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

Hillsdale Investment Management Toronto, Ontario, Canada $4.42B AUM 54.57% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Panagora Asset Management Boston, Massachusetts $33.2B AUM 43.67% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Superior Planning, LLC's UFCS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in United Fire Group (UFCS) in Q3 2026: 2 shares worth $105. The stake represents ﹤0.01% of the portfolio and ranks #2083 among its holdings.

146 funds tracked by Wall St. Rank hold UFCS as of Q3 2026.

Superior Planning, LLC held 2 shares of United Fire Group worth $105 as of Q3 2026.
United Fire Group was a new Superior Planning, LLC position in Q3 2026.
United Fire Group made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2083 holding.
146 funds tracked by Wall St. Rank held United Fire Group as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.