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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
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 $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Ellsworth Advisors's UFCS Position: Q2 2026 in Review

Ellsworth Advisors reduced its United Fire Group (UFCS) stake by 0.47% in Q2 2026, selling an estimated $5.42K and leaving 25,734 shares worth $1.26M. The position accounts for 0.21% of the portfolio, ranked #96.

Ellsworth Advisors first reported a position in UFCS in Q3 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Ellsworth Advisors held 25,734 shares of United Fire Group worth $1.26M as of Q2 2026.
  • Ellsworth Advisors sold 122 United Fire Group shares in Q2 2026, an estimated $5.42K.
  • United Fire Group made up 0.21% of Ellsworth Advisors's portfolio in Q2 2026, its #96 holding.
  • Ellsworth Advisors first reported a position in United Fire Group in Q3 2025 and has held it in 4 quarters since.
  • 20 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Ellsworth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.