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Capital Advisors Ltd’s United Fire Group UFCS Stock Holding History

Capital Advisors Ltd’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 		$1K Hold
10
– – ﹤0.01% 1316
2026
Q1 		$0 Hold
10
– – ﹤0.01% 1604
2025
Q4 		$0 Hold
10
– – ﹤0.01% 1579
2025
Q3 		$0 Hold
10
– – ﹤0.01% 1558
2025
Q2 		$0 Hold
10
– – ﹤0.01% 1633
2025
Q1 		$0 Sell
10
-9
-47% -$243 ﹤0.01% 1585
2024
Q4 		$1K Buy
19
+9
+90% +$227 ﹤0.01% 1313
2024
Q3 		$0 Sell
10
-6
-38% -$124 ﹤0.01% 1615
2024
Q2 		$0 Hold
16
– – ﹤0.01% 1646
2024
Q1 		$0 Buy
16
+6
+60% +$133 ﹤0.01% 1555
2023
Q4 		$0 Buy
+10
New +$203 ﹤0.01% 1494

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

Capital Advisors Ltd's UFCS Position: Q2 2026 in Review

Capital Advisors Ltd held its United Fire Group (UFCS) position steady in Q2 2026 at 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Capital Advisors Ltd first reported a position in UFCS in Q4 2023 and has held it in 11 quarters since. 231 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Capital Advisors Ltd held 10 shares of United Fire Group worth $1K as of Q2 2026.
  • Capital Advisors Ltd left its United Fire Group share count unchanged in Q2 2026.
  • United Fire Group made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1316 holding.
  • Capital Advisors Ltd first reported a position in United Fire Group in Q4 2023 and has held it in 11 quarters since.
  • 231 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.