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Coldstream Capital Management’s United Fire Group UFCS Stock Holding History

Coldstream Capital Management’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
2025
Q2 		– Sell
-202
Closed -$5.95K – 3222
2025
Q1 		$5.95K Buy
+202
New +$5.46K ﹤0.01% 2612

Other funds holding UFCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Coldstream Capital Management's UFCS Position: Q2 2025 in Review

Coldstream Capital Management sold out of United Fire Group (UFCS) in Q2 2025, closing a stake of 202 shares — an estimated $5.95K sold.

Coldstream Capital Management first reported a position in UFCS in Q1 2025 and held it in 1 quarter. The position peaked at $5.95K in Q1 2025. 178 funds tracked by Wall St. Rank hold UFCS as of Q2 2025.

  • Coldstream Capital Management reported no remaining United Fire Group position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 202 United Fire Group shares in Q2 2025, an estimated $5.95K.
  • Coldstream Capital Management first reported a position in United Fire Group in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's United Fire Group position peaked at $5.95K in Q1 2025.
  • 178 funds tracked by Wall St. Rank held United Fire Group as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.