Franklin Resources
UFCS icon

Franklin Resources’s United Fire Group UFCS Stock Holding History

Franklin Resources’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 		$3.58M Sell
68,241
-5,963
-8% -$265K ﹤0.01% 1769
2026
Q1 		$2.75M Buy
74,204
+57,806
+353% +$2.13M ﹤0.01% 1795
2025
Q4 		$596K Buy
16,398
+1,825
+13% +$62.4K ﹤0.01% 2327
2025
Q3 		$443K Buy
14,573
+1,225
+9% +$36.1K ﹤0.01% 2487
2025
Q2 		$383K Hold
13,348
– – ﹤0.01% 2450
2025
Q1 		$393K Buy
+13,348
New +$361K ﹤0.01% 2363
2024
Q2 		– Sell
-106,527
Closed -$2.32M – 2976
2024
Q1 		$2.32M Hold
106,527
– – ﹤0.01% 1669
2023
Q4 		$2.14M Sell
106,527
-11
-0% -$223 ﹤0.01% 1375
2023
Q3 		$2.1M Sell
106,538
-49
-0% -$1.03K ﹤0.01% 1375
2023
Q2 		$2.42M Buy
106,587
+100
+0.1% +$2.47K ﹤0.01% 1341
2023
Q1 		$2.83M Buy
106,487
+24,015
+29% +$683K ﹤0.01% 1270
2022
Q4 		$2.26M Buy
82,472
+8,400
+11% +$245K ﹤0.01% 1338
2022
Q3 		$2.13M Buy
74,072
+97
+0.1% +$2.99K ﹤0.01% 1324
2022
Q2 		$2.53M Buy
73,975
+25,287
+52% +$789K ﹤0.01% 1287
2022
Q1 		$1.51M Buy
+48,688
New +$1.29M ﹤0.01% 1490

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 $3.37T AUM 44.26% 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

Franklin Resources's UFCS Position: Q2 2026 in Review

Franklin Resources reduced its United Fire Group (UFCS) stake by 8% in Q2 2026, selling an estimated $265K and leaving 68,241 shares worth $3.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1769.

Franklin Resources first reported a position in UFCS in Q1 2022 and has held it in 15 quarters since. 231 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Franklin Resources held 68,241 shares of United Fire Group worth $3.58M as of Q2 2026.
  • Franklin Resources sold 5,963 United Fire Group shares in Q2 2026, an estimated $265K.
  • United Fire Group made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #1769 holding.
  • Franklin Resources first reported a position in United Fire Group in Q1 2022 and has held it in 15 quarters since.
  • 231 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.