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Basepoint Wealth’s United Fire Group UFCS Stock Holding History

Basepoint Wealth’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 		$37.5K Buy
716
+3
+0.4% +$133 0.02% 245
2026
Q1 		$26.4K Buy
713
+5
+0.7% +$184 0.02% 290
2025
Q4 		$25.8K Buy
+708
New +$24.2K 0.02% 283

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

Basepoint Wealth's UFCS Position: Q2 2026 in Review

Basepoint Wealth increased its United Fire Group (UFCS) stake by 0.42% in Q2 2026, buying an estimated $133 and bringing the position to 716 shares worth $37.5K. The position accounts for 0.02% of the portfolio, ranked #245.

Basepoint Wealth 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.

  • Basepoint Wealth held 716 shares of United Fire Group worth $37.5K as of Q2 2026.
  • Basepoint Wealth bought 3 United Fire Group shares in Q2 2026, an estimated $133.
  • United Fire Group made up 0.02% of Basepoint Wealth's portfolio in Q2 2026, its #245 holding.
  • Basepoint Wealth 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 Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.