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 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%	+$99.9K	﹤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

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

AssetMark Inc's UFCS Position: Q2 2026 in Review

AssetMark Inc held its United Fire Group (UFCS) position steady in Q2 2026 at 180 shares worth $9.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2472.

AssetMark Inc first reported a position in UFCS in Q4 2017 and has held it in 11 quarters since. The position peaked at $117K in Q2 2019. 230 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

AssetMark Inc held 180 shares of United Fire Group worth $9.44K as of Q2 2026.
AssetMark Inc left its United Fire Group share count unchanged in Q2 2026.
United Fire Group made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2472 holding.
AssetMark Inc first reported a position in United Fire Group in Q4 2017 and has held it in 11 quarters since.
AssetMark Inc's United Fire Group position peaked at $117K in Q2 2019.
230 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.