Creative Planning
UFCS icon

Creative Planning’s United Fire Group UFCS Stock Holding History

Creative Planning’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 		$1.19M Buy
22,663
+2,404
+12% +$107K ﹤0.01% 2497
2026
Q1 		$751K Buy
20,259
+5,723
+39% +$211K ﹤0.01% 2699
2025
Q4 		$528K Buy
14,536
+4,559
+46% +$156K ﹤0.01% 2793
2025
Q3 		$303K Buy
+9,977
New +$294K ﹤0.01% 3131
2017
Q3 		– Sell
-400
Closed -$18K – 3599
2017
Q2 		$18K Hold
400
– – ﹤0.01% 3255
2017
Q1 		$17K Hold
400
– – ﹤0.01% 3237
2016
Q4 		$20K Hold
400
– – ﹤0.01% 3093
2016
Q3 		$17K Buy
+400
New +$17K ﹤0.01% 3172
2016
Q2 		– Sell
-390
Closed -$17K – 4531
2016
Q1 		$17K Buy
390
+81
+26% +$3.19K ﹤0.01% 2879
2015
Q4 		$12K Buy
+309
New +$11.7K ﹤0.01% 3195
2015
Q2 		– Sell
-85
Closed -$3K – 2903
2015
Q1 		$3K Buy
+85
New +$2.5K ﹤0.01% 3774
2014
Q2 		– Sell
-200
Closed -$6K – 3964
2014
Q1 		$6K Buy
+200
New +$5.61K ﹤0.01% 3015

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

Creative Planning's UFCS Position: Q2 2026 in Review

Creative Planning increased its United Fire Group (UFCS) stake by 12% in Q2 2026, buying an estimated $107K and bringing the position to 22,663 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #2497.

Creative Planning first reported a position in UFCS in Q1 2014 and has held it in 12 quarters since. 231 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Creative Planning held 22,663 shares of United Fire Group worth $1.19M as of Q2 2026.
  • Creative Planning bought 2,404 United Fire Group shares in Q2 2026, an estimated $107K.
  • United Fire Group made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2497 holding.
  • Creative Planning first reported a position in United Fire Group in Q1 2014 and has held it in 12 quarters since.
  • 231 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.