AssetMark Inc’s United Fire Group UFCS Stock Holding History

AssetMark Inc’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	$11K	Buy	209 +29	+16%	+$1.54K	﹤0.01%	2470
2026 Q2	$9.44K	Hold	180	–	–	﹤0.01%	2472
2026 Q1	$6.67K	Buy	180 +69	+62%	+$2.55K	﹤0.01%	2456
2025 Q4	$4.04K	Hold	111	–	–	﹤0.01%	2538
2025 Q3	$3.38K	Buy	111 +85	+327%	+$2.5K	﹤0.01%	2464
2025 Q2	$746	Buy	+26	New	+$727	﹤0.01%	2671
2020 Q1	–	Sell	-5	Closed	–	–	1534
2019 Q4	$0	Sell	5 -2,368	-100%	-$106K	﹤0.01%	1484
2019 Q3	$111K	Sell	2,373 -50	-2%	-$2.38K	﹤0.01%	594
2019 Q2	$117K	Buy	2,423 +15	+0.6%	+$685	﹤0.01%	570
2019 Q1	$105K	Buy	2,408 +1,999	+489%	+$100K	﹤0.01%	565
2018 Q4	$23K	Buy	+409	New	+$21.1K	﹤0.01%	855
2018 Q1	–	Sell	-15	Closed	-$1K	–	1995
2017 Q4	$1K	Buy	+15	New	+$701	﹤0.01%	1727

Other funds holding UFCS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

AssetMark Inc's UFCS Position: Q3 2026 in Review

AssetMark Inc increased its United Fire Group (UFCS) stake by 16% in Q3 2026, buying an estimated $1.54K and bringing the position to 209 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #2470.

AssetMark Inc first reported a position in UFCS in Q4 2017 and has held it in 12 quarters since. The position peaked at $117K in Q2 2019. 87 funds tracked by Wall St. Rank hold UFCS as of Q3 2026.

AssetMark Inc held 209 shares of United Fire Group worth $11K as of Q3 2026.
AssetMark Inc bought 29 United Fire Group shares in Q3 2026, an estimated $1.54K.
United Fire Group made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2470 holding.
AssetMark Inc first reported a position in United Fire Group in Q4 2017 and has held it in 12 quarters since.
AssetMark Inc's United Fire Group position peaked at $117K in Q2 2019.
87 funds tracked by Wall St. Rank held United Fire Group as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.