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Essential Partners’s United Fire Group UFCS Stock Holding History

Essential Partners’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 		$10.8K Hold
205
– – ﹤0.01% 1166
2026
Q2 		$10.8K Sell
205
-1,369
-87% -$60.8K 0.01% 1191
2026
Q1 		$58.3K Sell
1,574
-5
-0.3% -$184 0.02% 564
2025
Q4 		$57.4K Buy
1,579
+125
+9% +$4.27K 0.02% 577
2025
Q3 		$44.2K Sell
1,454
-12
-0.8% -$354 0.01% 625
2025
Q2 		$42.1K Buy
+1,466
New +$41K 0.02% 514

Other funds holding UFCS

EA
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
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
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's UFCS Position: Q3 2026 in Review

Essential Partners held its United Fire Group (UFCS) position steady in Q3 2026 at 205 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Essential Partners first reported a position in UFCS in Q2 2025 and has held it in 6 quarters since. The position peaked at $58.3K in Q1 2026. 13 funds tracked by Wall St. Rank hold UFCS as of Q3 2026.

  • Essential Partners held 205 shares of United Fire Group worth $10.8K as of Q3 2026.
  • Essential Partners left its United Fire Group share count unchanged in Q3 2026.
  • United Fire Group made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1166 holding.
  • Essential Partners first reported a position in United Fire Group in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's United Fire Group position peaked at $58.3K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held United Fire Group as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.