CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s United Fire Group UFCS Stock Holding History

CAPTRUST Financial 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 		$231K Buy
+4,400
New +$195K ﹤0.01% 2784
2022
Q3 		– Sell
-1,558
Closed -$53K – 3935
2022
Q2 		$53K Buy
1,558
+70
+5% +$2.18K ﹤0.01% 2709
2022
Q1 		$46K Buy
1,488
+623
+72% +$16.5K ﹤0.01% 2840
2021
Q4 		$20K Sell
865
-234
-21% -$5.26K ﹤0.01% 3290
2021
Q3 		$25K Buy
1,099
+265
+32% +$6.63K ﹤0.01% 3020
2021
Q2 		$23K Sell
834
-35
-4% -$1.09K ﹤0.01% 3015
2021
Q1 		$30K Buy
869
+859
+8,590% +$27.1K ﹤0.01% 2758
2020
Q4 		$0 Sell
10
-216
-96% -$4.92K ﹤0.01% 3512
2020
Q3 		$5K Buy
226
+10
+5% +$250 ﹤0.01% 2545
2020
Q2 		$6K Buy
+216
New +$6.09K ﹤0.01% 2363
2019
Q4 		– Sell
-216
Closed -$10K – 1763
2019
Q3 		$10K Sell
216
-3
-1% -$143 ﹤0.01% 1510
2019
Q2 		$11K Hold
219
– – ﹤0.01% 1484
2019
Q1 		$10K Hold
219
– – ﹤0.01% 1393
2018
Q4 		$12K Hold
219
– – ﹤0.01% 1183
2018
Q3 		$11K Sell
219
-13
-6% -$694 ﹤0.01% 1214
2018
Q2 		$13K Hold
232
– – ﹤0.01% 1093
2018
Q1 		$11K Sell
232
-15
-6% -$675 ﹤0.01% 1009
2017
Q4 		$11K Buy
+247
New +$11.6K ﹤0.01% 967

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

CAPTRUST Financial Advisors's UFCS Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in United Fire Group (UFCS) in Q2 2026: 4,400 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #2784 among its holdings. This is a return to the name: CAPTRUST Financial Advisors previously reported a position in UFCS as recently as Q2 2022.

CAPTRUST Financial Advisors first reported a position in UFCS in Q4 2017 and has held it in 18 quarters since. 231 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • CAPTRUST Financial Advisors held 4,400 shares of United Fire Group worth $231K as of Q2 2026.
  • United Fire Group was a new CAPTRUST Financial Advisors position in Q2 2026.
  • United Fire Group made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2784 holding.
  • CAPTRUST Financial Advisors first reported a position in United Fire Group in Q4 2017 and has held it in 18 quarters since.
  • 231 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.