Allworth Financial
UFCS icon

Allworth Financial’s United Fire Group UFCS Stock Holding History

Allworth Financial’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 		$33.7K Hold
642
– – ﹤0.01% 2939
2026
Q2 		$33.7K Buy
642
+103
+19% +$4.58K ﹤0.01% 2803
2026
Q1 		$20K Buy
539
+136
+34% +$5.02K ﹤0.01% 3006
2025
Q4 		$14.6K Buy
403
+82
+26% +$2.8K ﹤0.01% 3006
2025
Q3 		$9.8K Buy
321
+150
+88% +$4.42K ﹤0.01% 3149
2025
Q2 		$4.91K Buy
171
+127
+289% +$3.55K ﹤0.01% 3268
2025
Q1 		$1.23K Buy
+44
New +$1.19K ﹤0.01% 3396

Other funds holding UFCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Hillsdale Investment Management
Hillsdale Investment Management Toronto, Ontario, Canada $4.42B AUM 54.57% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Panagora Asset Management
Panagora Asset Management Boston, Massachusetts $33.2B AUM 43.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Allworth Financial's UFCS Position: Q3 2026 in Review

Allworth Financial held its United Fire Group (UFCS) position steady in Q3 2026 at 642 shares worth $33.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2939.

Allworth Financial first reported a position in UFCS in Q1 2025 and has held it in 7 quarters since. 146 funds tracked by Wall St. Rank hold UFCS as of Q3 2026.

  • Allworth Financial held 642 shares of United Fire Group worth $33.7K as of Q3 2026.
  • Allworth Financial left its United Fire Group share count unchanged in Q3 2026.
  • United Fire Group made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #2939 holding.
  • Allworth Financial first reported a position in United Fire Group in Q1 2025 and has held it in 7 quarters since.
  • 146 funds tracked by Wall St. Rank held United Fire Group as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.