EA
UFCS icon

Ellsworth Advisors’s United Fire Group UFCS Stock Holding History

Ellsworth Advisors’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
Q3 		$1.35M Sell
25,662
-72
-0.3% -$3.83K 0.22% 92
2026
Q2 		$1.26M Sell
25,734
-122
-0.5% -$5.42K 0.21% 96
2026
Q1 		$958K Buy
25,856
+273
+1% +$10.1K 0.18% 105
2025
Q4 		$915K Buy
25,583
+626
+3% +$21.4K 0.18% 112
2025
Q3 		$777K Buy
+24,957
New +$735K 0.17% 116

Other funds holding UFCS

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Ellsworth Advisors's UFCS Position: Q3 2026 in Review

Ellsworth Advisors reduced its United Fire Group (UFCS) stake by 0.28% in Q3 2026, selling an estimated $3.83K and leaving 25,662 shares worth $1.35M. The position accounts for 0.22% of the portfolio, ranked #92.

Ellsworth Advisors first reported a position in UFCS in Q3 2025 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold UFCS as of Q3 2026.

  • Ellsworth Advisors held 25,662 shares of United Fire Group worth $1.35M as of Q3 2026.
  • Ellsworth Advisors sold 72 United Fire Group shares in Q3 2026, an estimated $3.83K.
  • United Fire Group made up 0.22% of Ellsworth Advisors's portfolio in Q3 2026, its #92 holding.
  • Ellsworth Advisors first reported a position in United Fire Group in Q3 2025 and has held it in 5 quarters since.
  • 13 funds tracked by Wall St. Rank held United Fire Group as of Q3 2026.

Based on Ellsworth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.