Creative Planning

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 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 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 Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return