Cetera Investment Advisers
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Cetera Investment Advisers’s United Fire Group UFCS Stock Holding History

Cetera Investment Advisers’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 		$1.22M Sell
23,301
-1,246
-5% -$55.3K ﹤0.01% 2855
2026
Q1 		$910K Sell
24,547
-3,528
-13% -$130K ﹤0.01% 2983
2025
Q4 		$1.02M Buy
28,075
+1,691
+6% +$57.8K ﹤0.01% 2803
2025
Q3 		$803K Buy
+26,384
New +$777K ﹤0.01% 2974

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 $3.38T AUM 44.17% 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

Cetera Investment Advisers's UFCS Position: Q2 2026 in Review

Cetera Investment Advisers reduced its United Fire Group (UFCS) stake by 5.1% in Q2 2026, selling an estimated $55.3K and leaving 23,301 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #2855.

Cetera Investment Advisers first reported a position in UFCS in Q3 2025 and has held it in 4 quarters since. 230 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Cetera Investment Advisers held 23,301 shares of United Fire Group worth $1.22M as of Q2 2026.
  • Cetera Investment Advisers sold 1,246 United Fire Group shares in Q2 2026, an estimated $55.3K.
  • United Fire Group made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2855 holding.
  • Cetera Investment Advisers first reported a position in United Fire Group in Q3 2025 and has held it in 4 quarters since.
  • 230 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.