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Basecamp Wealth Advisors’s United Fire Group UFCS Stock Holding History

Basecamp Wealth Advisors’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 		$1.36K Hold
26
– – ﹤0.01% 1446
2026
Q1 		$964 Buy
26
+15
+136% +$553 ﹤0.01% 1568
2025
Q4 		$400 Buy
+11
New +$376 ﹤0.01% 1661

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 $3.38T AUM 44.17% 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

Basecamp Wealth Advisors's UFCS Position: Q2 2026 in Review

Basecamp Wealth Advisors held its United Fire Group (UFCS) position steady in Q2 2026 at 26 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1446.

Basecamp Wealth Advisors first reported a position in UFCS in Q4 2025 and has held it in 3 quarters since. 230 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Basecamp Wealth Advisors held 26 shares of United Fire Group worth $1.36K as of Q2 2026.
  • Basecamp Wealth Advisors left its United Fire Group share count unchanged in Q2 2026.
  • United Fire Group made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1446 holding.
  • Basecamp Wealth Advisors first reported a position in United Fire Group in Q4 2025 and has held it in 3 quarters since.
  • 230 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.