Janney Montgomery Scott
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Janney Montgomery Scott’s United Fire Group UFCS Stock Holding History

Janney Montgomery Scott’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 		$435K Buy
8,263
+2,129
+35% +$113K ﹤0.01% 2496
2026
Q2 		$322K Buy
+6,134
New +$272K ﹤0.01% 2686

Other funds holding UFCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Hillsdale Investment Management
Hillsdale Investment Management Toronto, Ontario, Canada $4.42B AUM 54.57% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Panagora Asset Management
Panagora Asset Management Boston, Massachusetts $33.2B AUM 43.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Janney Montgomery Scott's UFCS Position: Q3 2026 in Review

Janney Montgomery Scott increased its United Fire Group (UFCS) stake by 35% in Q3 2026, buying an estimated $113K and bringing the position to 8,263 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #2496.

Janney Montgomery Scott first reported a position in UFCS in Q2 2026 and has held it in 2 quarters since. 151 funds tracked by Wall St. Rank hold UFCS as of Q3 2026.

  • Janney Montgomery Scott held 8,263 shares of United Fire Group worth $435K as of Q3 2026.
  • Janney Montgomery Scott bought 2,129 United Fire Group shares in Q3 2026, an estimated $113K.
  • United Fire Group made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q3 2026, its #2496 holding.
  • Janney Montgomery Scott first reported a position in United Fire Group in Q2 2026 and has held it in 2 quarters since.
  • 151 funds tracked by Wall St. Rank held United Fire Group as of Q3 2026.

Based on Janney Montgomery Scott's 13F filing for Q3 2026, filed 12 Nov 2026.