EverSource Wealth Advisors’s United Fire Group UFCS Stock Holding History

EverSource Wealth 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	$56.7K	Sell	1,081 -690	-39%	-$30.6K	﹤0.01%	1703
2026 Q1	$65.6K	Buy	1,771 +45	+3%	+$1.66K	﹤0.01%	1696
2025 Q4	$62.7K	Buy	1,726 +329	+24%	+$11.2K	﹤0.01%	1599
2025 Q3	$42.5K	Sell	1,397 -173	-11%	-$5.1K	﹤0.01%	1820
2025 Q2	$45.1K	Buy	1,570 +1,398	+813%	+$39.1K	﹤0.01%	1689
2025 Q1	$5.07K	Buy	172 +130	+310%	+$3.51K	﹤0.01%	2489
2024 Q4	$1.2K	Buy	+42	New	+$1.06K	﹤0.01%	2901
2023 Q3	–	Sell	-54	Closed	-$1.22K	–	2664
2023 Q2	$1.22K	Hold	54	–	–	﹤0.01%	2155
2023 Q1	$1.43K	Hold	54	–	–	﹤0.01%	2031
2022 Q4	$1.48K	Hold	54	–	–	﹤0.01%	1997
2022 Q3	$2K	Hold	54	–	–	﹤0.01%	1736
2022 Q2	$2K	Hold	54	–	–	﹤0.01%	1582
2022 Q1	$2K	Hold	54	–	–	﹤0.01%	1593
2021 Q4	$1K	Buy	+54	New	+$1.21K	﹤0.01%	1733

Other funds holding UFCS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EverSource Wealth Advisors's UFCS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its United Fire Group (UFCS) stake by 39% in Q2 2026, selling an estimated $30.6K and leaving 1,081 shares worth $56.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1703.

EverSource Wealth Advisors first reported a position in UFCS in Q4 2021 and has held it in 14 quarters since. The position peaked at $65.6K in Q1 2026. 230 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

EverSource Wealth Advisors held 1,081 shares of United Fire Group worth $56.7K as of Q2 2026.
EverSource Wealth Advisors sold 690 United Fire Group shares in Q2 2026, an estimated $30.6K.
United Fire Group made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1703 holding.
EverSource Wealth Advisors first reported a position in United Fire Group in Q4 2021 and has held it in 14 quarters since.
EverSource Wealth Advisors's United Fire Group position peaked at $65.6K in Q1 2026.
230 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.