Focus Partners Wealth
UFCS icon

Focus Partners Wealth’s United Fire Group UFCS Stock Holding History

Focus Partners Wealth’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 		$1.41M Buy
26,879
+424
+2% +$18.8K ﹤0.01% 1497
2026
Q1 		$980K Buy
26,455
+450
+2% +$16.6K ﹤0.01% 1633
2025
Q4 		$945K Buy
+26,005
New +$889K ﹤0.01% 1657
2025
Q3 		– Sell
-27,912
Closed -$801K – 2316
2025
Q2 		$801K Buy
27,912
+162
+0.6% +$4.53K ﹤0.01% 1236
2025
Q1 		$818K Buy
+27,750
New +$750K ﹤0.01% 1135

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 $3.38T AUM 44.17% 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

Focus Partners Wealth's UFCS Position: Q2 2026 in Review

Focus Partners Wealth increased its United Fire Group (UFCS) stake by 1.6% in Q2 2026, buying an estimated $18.8K and bringing the position to 26,879 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Focus Partners Wealth first reported a position in UFCS in Q1 2025 and has held it in 5 quarters since. 230 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Focus Partners Wealth held 26,879 shares of United Fire Group worth $1.41M as of Q2 2026.
  • Focus Partners Wealth bought 424 United Fire Group shares in Q2 2026, an estimated $18.8K.
  • United Fire Group made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1497 holding.
  • Focus Partners Wealth first reported a position in United Fire Group in Q1 2025 and has held it in 5 quarters since.
  • 230 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.