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Bare Financial Services’s United Fire Group UFCS Stock Holding History

Bare Financial 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
2026
Q2 		$3.2K Buy
61
+13
+27% +$577 ﹤0.01% 1009
2026
Q1 		$1.78K Buy
48
+30
+167% +$1.11K ﹤0.01% 1019
2025
Q4 		$654 Hold
18
– – ﹤0.01% 1268
2025
Q3 		$548 Buy
+18
New +$530 ﹤0.01% 1239

Other funds holding UFCS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bare Financial Services's UFCS Position: Q2 2026 in Review

Bare Financial Services increased its United Fire Group (UFCS) stake by 27% in Q2 2026, buying an estimated $577 and bringing the position to 61 shares worth $3.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

Bare Financial Services first reported a position in UFCS in Q3 2025 and has held it in 4 quarters since. 231 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Bare Financial Services held 61 shares of United Fire Group worth $3.2K as of Q2 2026.
  • Bare Financial Services bought 13 United Fire Group shares in Q2 2026, an estimated $577.
  • United Fire Group made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1009 holding.
  • Bare Financial Services first reported a position in United Fire Group in Q3 2025 and has held it in 4 quarters since.
  • 231 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.