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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fortitude Family Office's UFCS Position: Q1 2026 in Review

Fortitude Family Office held its United Fire Group (UFCS) position steady in Q1 2026 at 123 shares worth $4.56K. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Fortitude Family Office first reported a position in UFCS in Q4 2023 and has held it in 10 quarters since. 219 funds tracked by Wall St. Rank hold UFCS as of Q1 2026.

  • Fortitude Family Office held 123 shares of United Fire Group worth $4.56K as of Q1 2026.
  • Fortitude Family Office left its United Fire Group share count unchanged in Q1 2026.
  • United Fire Group made up ﹤0.01% of Fortitude Family Office's portfolio in Q1 2026, its #950 holding.
  • Fortitude Family Office first reported a position in United Fire Group in Q4 2023 and has held it in 10 quarters since.
  • 219 funds tracked by Wall St. Rank held United Fire Group as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.