Capital Advisors Ltd
UFCS icon

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
Q3 		$1K Hold
10
– – ﹤0.01% 1430
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

Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Sierra Summit Advisors
Sierra Summit Advisors Incline Village, Nevada $852M AUM 73.11% 1-Year Est. Return
VWM
VCI Wealth Management St Louis, Missouri $419M AUM 19.06% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Capital Advisors Ltd's UFCS Position: Q3 2026 in Review

Capital Advisors Ltd held its United Fire Group (UFCS) position steady in Q3 2026 at 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

Capital Advisors Ltd first reported a position in UFCS in Q4 2023 and has held it in 12 quarters since. 47 funds tracked by Wall St. Rank hold UFCS as of Q3 2026.

  • Capital Advisors Ltd held 10 shares of United Fire Group worth $1K as of Q3 2026.
  • Capital Advisors Ltd left its United Fire Group share count unchanged in Q3 2026.
  • United Fire Group made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #1430 holding.
  • Capital Advisors Ltd first reported a position in United Fire Group in Q4 2023 and has held it in 12 quarters since.
  • 47 funds tracked by Wall St. Rank held United Fire Group as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.