Commonwealth Equity Services
UFCS icon

Commonwealth Equity Services’s United Fire Group UFCS Stock Holding History

Commonwealth Equity Services’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 		$575K Buy
10,962
+70
+0.6% +$3.11K ﹤0.01% 3198
2026
Q1 		$404K Sell
10,892
-122
-1% -$4.5K ﹤0.01% 3401
2025
Q4 		$400K Sell
11,014
-420
-4% -$14.4K ﹤0.01% 3375
2025
Q3 		$348K Sell
11,434
-646
-5% -$19K ﹤0.01% 3504
2025
Q2 		$347K Sell
12,080
-101
-0.8% -$2.82K ﹤0.01% 3465
2025
Q1 		$359K Buy
12,181
+1,177
+11% +$31.8K ﹤0.01% 3326
2024
Q4 		$313K Buy
11,004
+232
+2% +$5.85K ﹤0.01% 3364
2024
Q3 		$225K Buy
10,772
+406
+4% +$8.4K ﹤0.01% 3592
2024
Q2 		$223K Buy
+10,366
New +$229K ﹤0.01% 3560

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

Commonwealth Equity Services's UFCS Position: Q2 2026 in Review

Commonwealth Equity Services increased its United Fire Group (UFCS) stake by 0.64% in Q2 2026, buying an estimated $3.11K and bringing the position to 10,962 shares worth $575K. The position accounts for ﹤0.01% of the portfolio, ranked #3198.

Commonwealth Equity Services first reported a position in UFCS in Q2 2024 and has held it in 9 quarters since. 231 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Commonwealth Equity Services held 10,962 shares of United Fire Group worth $575K as of Q2 2026.
  • Commonwealth Equity Services bought 70 United Fire Group shares in Q2 2026, an estimated $3.11K.
  • United Fire Group made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3198 holding.
  • Commonwealth Equity Services first reported a position in United Fire Group in Q2 2024 and has held it in 9 quarters since.
  • 231 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.