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
Q3 		$2.27M Buy
43,143
+7,089
+20% +$377K ﹤0.01% 3666
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

LPL Financial's UFCS Position: Q3 2026 in Review

LPL Financial increased its United Fire Group (UFCS) stake by 20% in Q3 2026, buying an estimated $377K and bringing the position to 43,143 shares worth $2.27M. The position accounts for ﹤0.01% of the portfolio, ranked #3666.

LPL Financial first reported a position in UFCS in Q1 2019 and has held it in 13 quarters since. 87 funds tracked by Wall St. Rank hold UFCS as of Q3 2026.

  • LPL Financial held 43,143 shares of United Fire Group worth $2.27M as of Q3 2026.
  • LPL Financial bought 7,089 United Fire Group shares in Q3 2026, an estimated $377K.
  • United Fire Group made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3666 holding.
  • LPL Financial first reported a position in United Fire Group in Q1 2019 and has held it in 13 quarters since.
  • 87 funds tracked by Wall St. Rank held United Fire Group as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.