Fortitude Family Office’s United Fire Group UFCS Stock Holding History

Fortitude Family Office’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	Sell	206 -8	-4%	-$425	﹤0.01%	1181
2026 Q2	$11.2K	Buy	214 +91	+74%	+$4.04K	﹤0.01%	730
2026 Q1	$4.56K	Hold	123	–	–	﹤0.01%	950
2025 Q4	$4.47K	Hold	123	–	–	﹤0.01%	851
2025 Q3	$3.74K	Sell	123 -32	-21%	-$943	﹤0.01%	926
2025 Q2	$4.45K	Buy	155 +32	+26%	+$895	﹤0.01%	827
2025 Q1	$3.62K	Hold	123	–	–	﹤0.01%	807
2024 Q4	$3.5K	Hold	123	–	–	﹤0.01%	931
2024 Q3	$2.57K	Hold	123	–	–	﹤0.01%	952
2024 Q2	$2.64K	Hold	123	–	–	﹤0.01%	759
2024 Q1	$2.68K	Hold	123	–	–	﹤0.01%	769
2023 Q4	$2.48K	Buy	+123	New	+$2.49K	﹤0.01%	836

Other funds holding UFCS

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

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

Fortitude Family Office's UFCS Position: Q3 2026 in Review

Fortitude Family Office reduced its United Fire Group (UFCS) stake by 3.7% in Q3 2026, selling an estimated $425 and leaving 206 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Fortitude Family Office first reported a position in UFCS in Q4 2023 and has held it in 12 quarters since. The position peaked at $11.2K in Q2 2026. 13 funds tracked by Wall St. Rank hold UFCS as of Q3 2026.

Fortitude Family Office held 206 shares of United Fire Group worth $10.8K as of Q3 2026.
Fortitude Family Office sold 8 United Fire Group shares in Q3 2026, an estimated $425.
United Fire Group made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1181 holding.
Fortitude Family Office first reported a position in United Fire Group in Q4 2023 and has held it in 12 quarters since.
Fortitude Family Office's United Fire Group position peaked at $11.2K in Q2 2026.
13 funds tracked by Wall St. Rank held United Fire Group as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.