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Continuum Advisory’s United Fire Group UFCS Stock Holding History

Continuum Advisory’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 		$4.67K Buy
+89
New +$3.95K ﹤0.01% 1491
2025
Q2 		– Sell
-82
Closed -$2.42K – 1490
2025
Q1 		$2.42K Buy
+82
New +$2.21K ﹤0.01% 1290

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

Continuum Advisory's UFCS Position: Q2 2026 in Review

Continuum Advisory opened a new position in United Fire Group (UFCS) in Q2 2026: 89 shares worth $4.67K. The stake represents ﹤0.01% of the portfolio and ranks #1491 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in UFCS as recently as Q1 2025.

Continuum Advisory first reported a position in UFCS in Q1 2025 and has held it in 2 quarters since. 230 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Continuum Advisory held 89 shares of United Fire Group worth $4.67K as of Q2 2026.
  • United Fire Group was a new Continuum Advisory position in Q2 2026.
  • United Fire Group made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1491 holding.
  • Continuum Advisory first reported a position in United Fire Group in Q1 2025 and has held it in 2 quarters since.
  • 230 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.