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IEQ Capital’s United Fire Group UFCS Stock Holding History

IEQ Capital’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 		$2.5M Sell
47,644
-7,148
-13% -$317K 0.01% 718
2026
Q1 		$2.03M Buy
54,792
+1,824
+3% +$67.3K 0.01% 764
2025
Q4 		$1.93M Buy
52,968
+6,963
+15% +$238K 0.01% 807
2025
Q3 		$1.4M Buy
46,005
+12,984
+39% +$383K ﹤0.01% 892
2025
Q2 		$948K Buy
33,021
+19,335
+141% +$541K 0.01% 877
2025
Q1 		$403K Buy
+13,686
New +$370K ﹤0.01% 1069

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

IEQ Capital's UFCS Position: Q2 2026 in Review

IEQ Capital reduced its United Fire Group (UFCS) stake by 13% in Q2 2026, selling an estimated $317K and leaving 47,644 shares worth $2.5M. The position accounts for 0.01% of the portfolio, ranked #718.

IEQ Capital first reported a position in UFCS in Q1 2025 and has held it in 6 quarters since. 231 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • IEQ Capital held 47,644 shares of United Fire Group worth $2.5M as of Q2 2026.
  • IEQ Capital sold 7,148 United Fire Group shares in Q2 2026, an estimated $317K.
  • United Fire Group made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #718 holding.
  • IEQ Capital first reported a position in United Fire Group in Q1 2025 and has held it in 6 quarters since.
  • 231 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.