IFP Advisors’s United Fire Group UFCS Stock Holding History

IFP Advisors’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 Q3	$68.5K	Sell	1,302 -98	-7%	-$5.21K	﹤0.01%	2202
2026 Q2	$73.4K	Buy	1,400 +281	+25%	+$12.5K	﹤0.01%	2172
2026 Q1	$41.5K	Buy	1,119 +234	+26%	+$8.63K	﹤0.01%	2352
2025 Q4	$32.2K	Buy	885 +264	+43%	+$9.03K	﹤0.01%	2448
2025 Q3	$18.9K	Buy	621 +351	+130%	+$10.3K	﹤0.01%	2602
2025 Q2	$7.75K	Buy	270 +263	+3,757%	+$7.36K	﹤0.01%	3078
2025 Q1	$206	Hold	7	–	–	﹤0.01%	3661
2024 Q4	$199	Buy	+7	New	+$176	﹤0.01%	3751
2023 Q1	–	Sell	-27	Closed	-$1K	–	4377
2022 Q4	$1K	Hold	27	–	–	﹤0.01%	4491
2022 Q3	$1K	Buy	+27	New	+$833	﹤0.01%	4690
2016 Q1	–	Sell	-47	Closed	-$2K	–	3396
2015 Q4	$2K	Buy	+47	New	+$1.78K	﹤0.01%	3372

Other funds holding UFCS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

IFP Advisors's UFCS Position: Q3 2026 in Review

IFP Advisors reduced its United Fire Group (UFCS) stake by 7% in Q3 2026, selling an estimated $5.21K and leaving 1,302 shares worth $68.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2202.

IFP Advisors first reported a position in UFCS in Q4 2015 and has held it in 11 quarters since. The position peaked at $73.4K in Q2 2026. 87 funds tracked by Wall St. Rank hold UFCS as of Q3 2026.

IFP Advisors held 1,302 shares of United Fire Group worth $68.5K as of Q3 2026.
IFP Advisors sold 98 United Fire Group shares in Q3 2026, an estimated $5.21K.
United Fire Group made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2202 holding.
IFP Advisors first reported a position in United Fire Group in Q4 2015 and has held it in 11 quarters since.
IFP Advisors's United Fire Group position peaked at $73.4K in Q2 2026.
87 funds tracked by Wall St. Rank held United Fire Group as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.