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Larson Financial Group’s United Fire Group UFCS Stock Holding History

Larson Financial Group’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 		$6.76K Buy
129
+18
+16% +$799 ﹤0.01% 2630
2026
Q1 		$4.11K Buy
111
+104
+1,486% +$3.84K ﹤0.01% 2691
2025
Q4 		$254 Buy
+7
New +$239 ﹤0.01% 3244
2025
Q2 		– Sell
-3
Closed -$88 – 3501
2025
Q1 		$88 Sell
3
-36
-92% -$973 ﹤0.01% 2936
2024
Q4 		$1.11K Buy
39
+36
+1,200% +$908 ﹤0.01% 2018
2024
Q3 		$63 Hold
3
– – ﹤0.01% 2616
2024
Q2 		$64 Buy
+3
New +$66 ﹤0.01% 2331

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

Larson Financial Group's UFCS Position: Q2 2026 in Review

Larson Financial Group increased its United Fire Group (UFCS) stake by 16% in Q2 2026, buying an estimated $799 and bringing the position to 129 shares worth $6.76K. The position accounts for ﹤0.01% of the portfolio, ranked #2630.

Larson Financial Group first reported a position in UFCS in Q2 2024 and has held it in 7 quarters since. 230 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Larson Financial Group held 129 shares of United Fire Group worth $6.76K as of Q2 2026.
  • Larson Financial Group bought 18 United Fire Group shares in Q2 2026, an estimated $799.
  • United Fire Group made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2630 holding.
  • Larson Financial Group first reported a position in United Fire Group in Q2 2024 and has held it in 7 quarters since.
  • 230 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.