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JPL Wealth Management’s United Fire Group UFCS Stock Holding History

JPL Wealth Management’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 		$263 Sell
5
-1
-17% -$44 ﹤0.01% 1487
2026
Q1 		$223 Buy
+6
New +$221 ﹤0.01% 1402

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

JPL Wealth Management's UFCS Position: Q2 2026 in Review

JPL Wealth Management reduced its United Fire Group (UFCS) stake by 17% in Q2 2026, selling an estimated $44 and leaving 5 shares worth $263. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

JPL Wealth Management first reported a position in UFCS in Q1 2026 and has held it in 2 quarters since. 231 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • JPL Wealth Management held 5 shares of United Fire Group worth $263 as of Q2 2026.
  • JPL Wealth Management sold 1 United Fire Group share in Q2 2026, an estimated $44.
  • United Fire Group made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1487 holding.
  • JPL Wealth Management first reported a position in United Fire Group in Q1 2026 and has held it in 2 quarters since.
  • 231 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.