Advisory Services Network’s United Fire Group UFCS Stock Holding History

Advisory Services Network’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 Q2	–	Sell	-794	Closed	-$29.4K	–	4469
2026 Q1	$29.4K	Buy	+794	New	+$29.3K	﹤0.01%	2960
2025 Q4	–	Sell	-639	Closed	-$19.4K	–	4103
2025 Q3	$19.4K	Buy	+639	New	+$18.8K	﹤0.01%	2960
2020 Q2	–	Sell	-18	Closed	-$1K	–	2638
2020 Q1	$1K	Hold	18	–	–	﹤0.01%	2946
2019 Q4	$1K	Buy	+18	New	+$805	﹤0.01%	3016
2019 Q1	–	Sell	-11	Closed	-$1K	–	2690
2018 Q4	$1K	Sell	11 -92	-89%	-$4.74K	﹤0.01%	2470
2018 Q3	$5K	Hold	103	–	–	﹤0.01%	2095
2018 Q2	$6K	Hold	103	–	–	﹤0.01%	1975
2018 Q1	$5K	Buy	103 +11	+12%	+$495	﹤0.01%	2139
2017 Q4	$4K	Buy	+92	New	+$4.3K	﹤0.01%	2221

Other funds holding UFCS

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisory Services Network's UFCS Position: Q2 2026 in Review

Advisory Services Network sold out of United Fire Group (UFCS) in Q2 2026, closing a stake of 794 shares — an estimated $29.4K sold.

Advisory Services Network first reported a position in UFCS in Q4 2017 and held it in 9 quarters. The position peaked at $29.4K in Q1 2026. 231 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

Advisory Services Network reported no remaining United Fire Group position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 794 United Fire Group shares in Q2 2026, an estimated $29.4K.
Advisory Services Network first reported a position in United Fire Group in Q4 2017 and held it in 9 quarters.
Advisory Services Network's United Fire Group position peaked at $29.4K in Q1 2026.
231 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.