JFS Wealth Advisors
UFCS icon

JFS Wealth Advisors’s United Fire Group UFCS Stock Holding History

JFS Wealth 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 		$211 Hold
4
– – ﹤0.01% 2083
2026
Q2 		$210 Buy
+4
New +$178 ﹤0.01% 2138

Other funds holding UFCS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Sierra Summit Advisors
Sierra Summit Advisors Incline Village, Nevada $852M AUM 73.11% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
VWM
VCI Wealth Management St Louis, Missouri $419M AUM 19.06% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

JFS Wealth Advisors's UFCS Position: Q3 2026 in Review

JFS Wealth Advisors held its United Fire Group (UFCS) position steady in Q3 2026 at 4 shares worth $211. The position accounts for ﹤0.01% of the portfolio, ranked #2083.

JFS Wealth Advisors first reported a position in UFCS in Q2 2026 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold UFCS as of Q3 2026.

  • JFS Wealth Advisors held 4 shares of United Fire Group worth $211 as of Q3 2026.
  • JFS Wealth Advisors left its United Fire Group share count unchanged in Q3 2026.
  • United Fire Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #2083 holding.
  • JFS Wealth Advisors first reported a position in United Fire Group in Q2 2026 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held United Fire Group as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.