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Keating Financial Advisory Services’s United Fire Group UFCS Stock Holding History

Keating Financial Advisory Services’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 		$996 Hold
19
– – ﹤0.01% 2169
2026
Q1 		$704 Buy
+19
New +$701 ﹤0.01% 2183

Other funds holding UFCS

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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

Keating Financial Advisory Services's UFCS Position: Q2 2026 in Review

Keating Financial Advisory Services held its United Fire Group (UFCS) position steady in Q2 2026 at 19 shares worth $996. The position accounts for ﹤0.01% of the portfolio, ranked #2169.

Keating Financial Advisory Services 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.

  • Keating Financial Advisory Services held 19 shares of United Fire Group worth $996 as of Q2 2026.
  • Keating Financial Advisory Services left its United Fire Group share count unchanged in Q2 2026.
  • United Fire Group made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2169 holding.
  • Keating Financial Advisory Services 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 Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.