Financial Consulate’s United Fire Group UFCS Stock Holding History

Financial Consulate’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	$106	Buy	+2	New	+$106	﹤0.01%	1806

Other funds holding UFCS

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Financial Consulate's UFCS Position: Q3 2026 in Review

Financial Consulate opened a new position in United Fire Group (UFCS) in Q3 2026: 2 shares worth $106. The stake represents ﹤0.01% of the portfolio and ranks #1806 among its holdings.

31 funds tracked by Wall St. Rank hold UFCS as of Q3 2026.

Financial Consulate held 2 shares of United Fire Group worth $106 as of Q3 2026.
United Fire Group was a new Financial Consulate position in Q3 2026.
United Fire Group made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1806 holding.
31 funds tracked by Wall St. Rank held United Fire Group as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.