EF
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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
Q2 		$5.94M Buy
113,184
+17,754
+19% +$789K 0.03% 632
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 $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

Empowered Funds's UFCS Position: Q2 2026 in Review

Empowered Funds increased its United Fire Group (UFCS) stake by 19% in Q2 2026, buying an estimated $789K and bringing the position to 113,184 shares worth $5.94M. The position accounts for 0.03% of the portfolio, ranked #632.

Empowered Funds first reported a position in UFCS in Q2 2023 and has held it in 12 quarters since. 231 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Empowered Funds held 113,184 shares of United Fire Group worth $5.94M as of Q2 2026.
  • Empowered Funds bought 17,754 United Fire Group shares in Q2 2026, an estimated $789K.
  • United Fire Group made up 0.03% of Empowered Funds's portfolio in Q2 2026, its #632 holding.
  • Empowered Funds first reported a position in United Fire Group in Q2 2023 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 Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.