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Gilpin Wealth Management’s United Fire Group UFCS Stock Holding History

Gilpin Wealth Management’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 		$158 Hold
3
– – ﹤0.01% 968
2026
Q1 		$112 Buy
+3
New +$111 ﹤0.01% 941

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

Gilpin Wealth Management's UFCS Position: Q2 2026 in Review

Gilpin Wealth Management held its United Fire Group (UFCS) position steady in Q2 2026 at 3 shares worth $158. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Gilpin Wealth Management first reported a position in UFCS in Q1 2026 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Gilpin Wealth Management held 3 shares of United Fire Group worth $158 as of Q2 2026.
  • Gilpin Wealth Management left its United Fire Group share count unchanged in Q2 2026.
  • United Fire Group made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #968 holding.
  • Gilpin Wealth Management first reported a position in United Fire Group in Q1 2026 and has held it in 2 quarters since.
  • 231 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.