LPL Financial
UFCS icon

LPL Financial’s United Fire Group UFCS Stock Holding History

LPL Financial’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 		$802K Buy
21,646
+5,414
+33% +$200K ﹤0.01% 4365
2025
Q4 		$590K Sell
16,232
-1,302
-7% -$44.5K ﹤0.01% 4572
2025
Q3 		$533K Buy
17,534
+1,605
+10% +$47.3K ﹤0.01% 4569
2025
Q2 		$457K Sell
15,929
-2,828
-15% -$79.1K ﹤0.01% 4451
2025
Q1 		$553K Buy
18,757
+887
+5% +$24K ﹤0.01% 4085
2024
Q4 		$508K Buy
17,870
+3,045
+21% +$76.8K ﹤0.01% 4073
2024
Q3 		$310K Buy
14,825
+1,603
+12% +$33.2K ﹤0.01% 4404
2024
Q2 		$284K Buy
13,222
+500
+4% +$11.1K ﹤0.01% 4314
2024
Q1 		$277K Buy
12,722
+2,763
+28% +$61.4K ﹤0.01% 4263
2023
Q4 		$200K Buy
+9,959
New +$202K ﹤0.01% 4391
2019
Q2 		– Sell
-12,900
Closed -$564K – 3352
2019
Q1 		$564K Buy
+12,900
New +$645K ﹤0.01% 2133

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VCM
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Geode Capital Management
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SFM
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American Century Companies
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VPM
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Bank of America
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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return