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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
Q2 		$210 Buy
+4
New +$178 ﹤0.01% 2138

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

JFS Wealth Advisors's UFCS Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in United Fire Group (UFCS) in Q2 2026: 4 shares worth $210. The stake represents ﹤0.01% of the portfolio and ranks #2138 among its holdings.

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

  • JFS Wealth Advisors held 4 shares of United Fire Group worth $210 as of Q2 2026.
  • United Fire Group was a new JFS Wealth Advisors position in Q2 2026.
  • United Fire Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2138 holding.
  • 230 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.