Ankerstar Wealth’s United Fire Group UFCS Stock Holding History

Ankerstar Wealth’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	$210	Hold	4	–	–	﹤0.01%	881
2026 Q1	$148	Hold	4	–	–	﹤0.01%	888
2025 Q4	$145	Buy	+4	New	+$137	﹤0.01%	951

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

Ankerstar Wealth's UFCS Position: Q2 2026 in Review

Ankerstar Wealth held its United Fire Group (UFCS) position steady in Q2 2026 at 4 shares worth $210. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Ankerstar Wealth first reported a position in UFCS in Q4 2025 and has held it in 3 quarters since. 230 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

Ankerstar Wealth held 4 shares of United Fire Group worth $210 as of Q2 2026.
Ankerstar Wealth left its United Fire Group share count unchanged in Q2 2026.
United Fire Group made up ﹤0.01% of Ankerstar Wealth's portfolio in Q2 2026, its #881 holding.
Ankerstar Wealth first reported a position in United Fire Group in Q4 2025 and has held it in 3 quarters since.
230 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Ankerstar Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.