Jones Financial Companies
UFCS icon

Jones Financial Companies’s United Fire Group UFCS Stock Holding History

Jones Financial Companies’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 		$5.92K Buy
162
+129
+391% +$4.76K ﹤0.01% 3776
2025
Q4 		$1.2K Hold
33
– – ﹤0.01% 3970
2025
Q3 		$1.02K Buy
33
+25
+313% +$737 ﹤0.01% 3893
2025
Q2 		$228 Buy
+8
New +$224 ﹤0.01% 3902
2025
Q1 		– Sell
-26
Closed -$740 – 3865
2024
Q4 		$740 Buy
+26
New +$655 ﹤0.01% 3187
2013
Q4 		– Sell
-595
Closed -$18K – 527
2013
Q3 		$18K Hold
595
– – ﹤0.01% 431
2013
Q2 		$15K Buy
+595
New +$16.5K ﹤0.01% 529

Other funds holding UFCS

BlackRock
BlackRock New York $5.7T 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