Farther Finance Advisors
UFCS icon

Farther Finance Advisors’s United Fire Group UFCS Stock Holding History

Farther Finance 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
Q3 		$221K Buy
4,211
+152
+4% +$8.08K ﹤0.01% 2218
2026
Q2 		$213K Buy
4,059
+10
+0.2% +$444 ﹤0.01% 2199
2026
Q1 		$149K Sell
4,049
-206
-5% -$7.6K ﹤0.01% 2234
2025
Q4 		$155K Sell
4,255
-175
-4% -$5.98K ﹤0.01% 2077
2025
Q3 		$135K Buy
4,430
+16
+0.4% +$471 ﹤0.01% 1847
2025
Q2 		$127K Sell
4,414
-14
-0.3% -$392 ﹤0.01% 1639
2025
Q1 		$131K Buy
4,428
+4,098
+1,242% +$111K ﹤0.01% 1412
2024
Q4 		$9.38K Sell
330
-17
-5% -$429 ﹤0.01% 2411
2024
Q3 		$7.27K Sell
347
-100
-22% -$2.07K ﹤0.01% 2497
2024
Q2 		$9.44K Buy
447
+189
+73% +$4.18K ﹤0.01% 2106
2024
Q1 		$5.62K Sell
258
-66
-20% -$1.47K ﹤0.01% 2015
2023
Q4 		$6.52K Buy
+324
New +$6.57K ﹤0.01% 1834
2023
Q3 		– Sell
-14
Closed -$317 – 2697
2023
Q2 		$317 Hold
14
– – ﹤0.01% 2270
2023
Q1 		$372 Hold
14
– – ﹤0.01% 2076
2022
Q4 		$383 Buy
+14
New +$409 ﹤0.01% 1885

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
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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors's UFCS Position: Q3 2026 in Review

Farther Finance Advisors increased its United Fire Group (UFCS) stake by 3.7% in Q3 2026, buying an estimated $8.08K and bringing the position to 4,211 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #2218.

Farther Finance Advisors first reported a position in UFCS in Q4 2022 and has held it in 15 quarters since. 13 funds tracked by Wall St. Rank hold UFCS as of Q3 2026.

  • Farther Finance Advisors held 4,211 shares of United Fire Group worth $221K as of Q3 2026.
  • Farther Finance Advisors bought 152 United Fire Group shares in Q3 2026, an estimated $8.08K.
  • United Fire Group made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2218 holding.
  • Farther Finance Advisors first reported a position in United Fire Group in Q4 2022 and has held it in 15 quarters since.
  • 13 funds tracked by Wall St. Rank held United Fire Group as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.