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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
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% 4492
2022
Q3 		$1K Buy
+27
New +$833 ﹤0.01% 4691
2016
Q1 		– Sell
-47
Closed -$2K – 3396
2015
Q4 		$2K Buy
+47
New +$1.78K ﹤0.01% 3372

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

IFP Advisors's UFCS Position: Q2 2026 in Review

IFP Advisors increased its United Fire Group (UFCS) stake by 25% in Q2 2026, buying an estimated $12.5K and bringing the position to 1,400 shares worth $73.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2172.

IFP Advisors first reported a position in UFCS in Q4 2015 and has held it in 10 quarters since. 230 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • IFP Advisors held 1,400 shares of United Fire Group worth $73.4K as of Q2 2026.
  • IFP Advisors bought 281 United Fire Group shares in Q2 2026, an estimated $12.5K.
  • United Fire Group made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2172 holding.
  • IFP Advisors first reported a position in United Fire Group in Q4 2015 and has held it in 10 quarters since.
  • 230 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.