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
Q2 		$1.89M Buy
36,054
+14,408
+67% +$640K ﹤0.01% 3809
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

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

LPL Financial's UFCS Position: Q2 2026 in Review

LPL Financial increased its United Fire Group (UFCS) stake by 67% in Q2 2026, buying an estimated $640K and bringing the position to 36,054 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #3809.

LPL Financial first reported a position in UFCS in Q1 2019 and has held it in 12 quarters since. 230 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • LPL Financial held 36,054 shares of United Fire Group worth $1.89M as of Q2 2026.
  • LPL Financial bought 14,408 United Fire Group shares in Q2 2026, an estimated $640K.
  • United Fire Group made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3809 holding.
  • LPL Financial first reported a position in United Fire Group in Q1 2019 and has held it in 12 quarters since.
  • 230 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.