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

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Davis Capital Management Jacksonville, Florida $169M AUM 22.99% 1-Year Est. Return