AAS
UFCS icon

Avantax Advisory Services’s United Fire Group UFCS Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$748K Sell
26,055
-739
-3% -$20.7K ﹤0.01% 1335
2025
Q1 		$789K Buy
26,794
+4,253
+19% +$115K ﹤0.01% 1211
2024
Q4 		$641K Sell
22,541
-3,420
-13% -$86.2K ﹤0.01% 1299
2024
Q3 		$543K Buy
25,961
+91
+0.4% +$1.88K ﹤0.01% 1354
2024
Q2 		$556K Buy
+25,870
New +$572K ﹤0.01% 1292

Other funds holding UFCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Avantax Advisory Services's UFCS Position: Q2 2025 in Review

Avantax Advisory Services reduced its United Fire Group (UFCS) stake by 2.8% in Q2 2025, selling an estimated $20.7K and leaving 26,055 shares worth $748K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Avantax Advisory Services first reported a position in UFCS in Q2 2024 and has held it in 5 quarters since. The position peaked at $789K in Q1 2025. 179 funds tracked by Wall St. Rank hold UFCS as of Q2 2025.

  • Avantax Advisory Services held 26,055 shares of United Fire Group worth $748K as of Q2 2025.
  • Avantax Advisory Services sold 739 United Fire Group shares in Q2 2025, an estimated $20.7K.
  • United Fire Group made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1335 holding.
  • Avantax Advisory Services first reported a position in United Fire Group in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's United Fire Group position peaked at $789K in Q1 2025.
  • 179 funds tracked by Wall St. Rank held United Fire Group as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.