Foundry Partners’s United Fire Group UFCS Stock Holding History

Foundry Partners’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
2025 Q1	$4.4M	Sell	149,245 -885	-0.6%	-$23.9K	0.23%	139
2024 Q4	$4.27M	Sell	150,130 -28,025	-16%	-$707K	0.21%	161
2024 Q3	$3.73M	Buy	178,155 +74,540	+72%	+$1.54M	0.18%	179
2024 Q2	$2.23M	Sell	103,615 -1,340	-1%	-$29.6K	0.12%	199
2024 Q1	$2.28M	Sell	104,955 -53,706	-34%	-$1.19M	0.12%	197
2023 Q4	$3.19M	Buy	158,661 +12,815	+9%	+$260K	0.19%	178
2023 Q3	$2.88M	Sell	145,846 -190	-0.1%	-$3.98K	0.18%	172
2023 Q2	$3.31M	Buy	146,036 +6,607	+5%	+$163K	0.2%	149
2023 Q1	$3.7M	Buy	139,429 +20,014	+17%	+$570K	0.23%	135
2022 Q4	$3.27M	Buy	119,415 +6,940	+6%	+$203K	0.18%	158
2022 Q3	$3.23M	Buy	+112,475	New	+$3.47M	0.2%	136

Other funds holding UFCS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Foundry Partners's UFCS Position: Q1 2025 in Review

Foundry Partners reduced its United Fire Group (UFCS) stake by 0.59% in Q1 2025, selling an estimated $23.9K and leaving 149,245 shares worth $4.4M. The position accounts for 0.23% of the portfolio, ranked #139.

Foundry Partners first reported a position in UFCS in Q3 2022 and has held it in 11 quarters since. 181 funds tracked by Wall St. Rank hold UFCS as of Q1 2025.

Foundry Partners held 149,245 shares of United Fire Group worth $4.4M as of Q1 2025.
Foundry Partners sold 885 United Fire Group shares in Q1 2025, an estimated $23.9K.
United Fire Group made up 0.23% of Foundry Partners's portfolio in Q1 2025, its #139 holding.
Foundry Partners first reported a position in United Fire Group in Q3 2022 and has held it in 11 quarters since.
181 funds tracked by Wall St. Rank held United Fire Group as of Q1 2025.

Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.