EF
UFCS icon

Empowered Funds’s United Fire Group UFCS Stock Holding History

Empowered Funds’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 		$3.54M Buy
+95,430
New +$3.52M 0.02% 802
2025
Q4 		– Sell
-95,430
Closed -$2.9M – 1854
2025
Q3 		$2.9M Buy
95,430
+421
+0.4% +$12.4K 0.03% 728
2025
Q2 		$2.73M Sell
95,009
-1,654
-2% -$46.3K 0.03% 686
2025
Q1 		$2.85M Buy
96,663
+21,999
+29% +$594K 0.04% 578
2024
Q4 		$2.12M Buy
74,664
+3,594
+5% +$90.6K 0.03% 713
2024
Q3 		$1.49M Buy
71,070
+3,618
+5% +$74.9K 0.02% 778
2024
Q2 		$1.45M Buy
67,452
+4,860
+8% +$107K 0.03% 730
2024
Q1 		$1.36M Buy
62,592
+4,725
+8% +$105K 0.02% 739
2023
Q4 		$1.16M Buy
57,867
+5,184
+10% +$105K 0.03% 706
2023
Q3 		$1.04M Sell
52,683
-10,662
-17% -$223K 0.03% 659
2023
Q2 		$1.44M Buy
+63,345
New +$1.56M 0.05% 511

Other funds holding UFCS

BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
SFM
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
VPM
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