Integrated Wealth Concepts’s United Fire Group UFCS Stock Holding History

Integrated Wealth Concepts’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	$69.2K	Buy	+1,320	New	+$58.6K	﹤0.01%	3119

Other funds holding UFCS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Integrated Wealth Concepts's UFCS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in United Fire Group (UFCS) in Q2 2026: 1,320 shares worth $69.2K. The stake represents ﹤0.01% of the portfolio and ranks #3119 among its holdings.

231 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

Integrated Wealth Concepts held 1,320 shares of United Fire Group worth $69.2K as of Q2 2026.
United Fire Group was a new Integrated Wealth Concepts position in Q2 2026.
United Fire Group made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3119 holding.
231 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.