ASN
UFCS icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return