Arax Advisory Partners’s United Fire Group UFCS Stock Holding History

Arax Advisory Partners’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	$507K	Buy	9,677 +9,565	+8,540%	+$425K	﹤0.01%	1629
2026 Q1	$4.15K	Buy	112 +77	+220%	+$2.84K	﹤0.01%	2874
2025 Q4	$1.27K	Sell	35 -19,185	-100%	-$656K	﹤0.01%	3423
2025 Q3	$585K	Buy	+19,220	New	+$566K	0.01%	847
2025 Q1	–	Sell	-139	Closed	-$3.96K	–	3045
2024 Q4	$3.96K	Sell	139 -44	-24%	-$1.11K	﹤0.01%	1822
2024 Q3	$3.83K	Hold	183	–	–	﹤0.01%	1827
2024 Q2	$3.93K	Buy	+183	New	+$4.05K	﹤0.01%	1695

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

Arax Advisory Partners's UFCS Position: Q2 2026 in Review

Arax Advisory Partners increased its United Fire Group (UFCS) stake by 8,540% in Q2 2026, buying an estimated $425K and bringing the position to 9,677 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #1629.

Arax Advisory Partners first reported a position in UFCS in Q2 2024 and has held it in 7 quarters since. The position peaked at $585K in Q3 2025. 230 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

Arax Advisory Partners held 9,677 shares of United Fire Group worth $507K as of Q2 2026.
Arax Advisory Partners bought 9,565 United Fire Group shares in Q2 2026, an estimated $425K.
United Fire Group made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1629 holding.
Arax Advisory Partners first reported a position in United Fire Group in Q2 2024 and has held it in 7 quarters since.
Arax Advisory Partners's United Fire Group position peaked at $585K in Q3 2025.
230 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.