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Clearstead Advisors’s United Fire Group UFCS Stock Holding History

Clearstead 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 		$135K Buy
2,568
+20
+0.8% +$888 ﹤0.01% 1199
2026
Q1 		$94.4K Buy
2,548
+2,541
+36,300% +$93.8K ﹤0.01% 1146
2025
Q4 		$255 Sell
7
-239
-97% -$8.17K ﹤0.01% 2395
2025
Q3 		$7.48K Buy
246
+131
+114% +$3.86K ﹤0.01% 2016
2025
Q2 		$3.3K Buy
+115
New +$3.22K ﹤0.01% 2215
2025
Q1 		– Sell
-2,184
Closed -$62.1K – 2315
2024
Q4 		$62.1K Hold
2,184
– – ﹤0.01% 1120
2024
Q3 		$45.7K Hold
2,184
– – ﹤0.01% 1226
2024
Q2 		$46.9K Buy
+2,184
New +$48.3K ﹤0.01% 1177

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

Clearstead Advisors's UFCS Position: Q2 2026 in Review

Clearstead Advisors increased its United Fire Group (UFCS) stake by 0.78% in Q2 2026, buying an estimated $888 and bringing the position to 2,568 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #1199.

Clearstead Advisors first reported a position in UFCS in Q2 2024 and has held it in 8 quarters since. 231 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Clearstead Advisors held 2,568 shares of United Fire Group worth $135K as of Q2 2026.
  • Clearstead Advisors bought 20 United Fire Group shares in Q2 2026, an estimated $888.
  • United Fire Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1199 holding.
  • Clearstead Advisors first reported a position in United Fire Group in Q2 2024 and has held it in 8 quarters since.
  • 231 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.