HIA
UFCS icon

Harbor Investment Advisory’s United Fire Group UFCS Stock Holding History

Harbor Investment Advisory’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 		– Sell
-155
Closed -$5.74K – 1377
2026
Q1 		$5.74K Buy
+155
New +$5.72K ﹤0.01% 1000

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

Harbor Investment Advisory's UFCS Position: Q2 2026 in Review

Harbor Investment Advisory sold out of United Fire Group (UFCS) in Q2 2026, closing a stake of 155 shares — an estimated $5.74K sold.

Harbor Investment Advisory first reported a position in UFCS in Q1 2026 and held it in 1 quarter. The position peaked at $5.74K in Q1 2026. 231 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Harbor Investment Advisory reported no remaining United Fire Group position as of Q2 2026 after selling out during the quarter.
  • Harbor Investment Advisory sold 155 United Fire Group shares in Q2 2026, an estimated $5.74K.
  • Harbor Investment Advisory first reported a position in United Fire Group in Q1 2026 and held it in 1 quarter.
  • Harbor Investment Advisory's United Fire Group position peaked at $5.74K in Q1 2026.
  • 231 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.