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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return