Covestor’s United Fire Group UFCS Stock Holding History

Covestor’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	$37K	Sell	702 -70	-9%	-$3.11K	0.02%	941
2026 Q1	$29K	Sell	772 -56	-7%	-$2.07K	0.02%	971
2025 Q4	$30K	Sell	828 -794	-49%	-$27.1K	0.02%	1109
2025 Q3	$49K	Buy	1,622 +1,575	+3,351%	+$46.4K	0.03%	918
2025 Q2	$1K	Buy	+47	New	+$1.31K	﹤0.01%	2107
2023 Q2	–	Sell	-84	Closed	-$2K	–	2676
2023 Q1	$2K	Buy	84 +33	+65%	+$939	﹤0.01%	1797
2022 Q4	$1K	Sell	51 -3	-6%	-$88	﹤0.01%	1944
2022 Q3	$2K	Sell	54 -41	-43%	-$1.26K	﹤0.01%	1747
2022 Q2	$3K	Buy	+95	New	+$2.96K	﹤0.01%	1562

Other funds holding UFCS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Covestor's UFCS Position: Q2 2026 in Review

Covestor reduced its United Fire Group (UFCS) stake by 9.1% in Q2 2026, selling an estimated $3.11K and leaving 702 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #941.

Covestor first reported a position in UFCS in Q2 2022 and has held it in 9 quarters since. The position peaked at $49K in Q3 2025. 230 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

Covestor held 702 shares of United Fire Group worth $37K as of Q2 2026.
Covestor sold 70 United Fire Group shares in Q2 2026, an estimated $3.11K.
United Fire Group made up 0.02% of Covestor's portfolio in Q2 2026, its #941 holding.
Covestor first reported a position in United Fire Group in Q2 2022 and has held it in 9 quarters since.
Covestor's United Fire Group position peaked at $49K in Q3 2025.
230 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.