Mackenzie Financial’s United Fire Group UFCS Stock Holding History

Mackenzie 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	$203K	Buy	+3,880	New	+$172K	﹤0.01%	1495
2026 Q1	–	Sell	-6,259	Closed	-$228K	–	1758
2025 Q4	$228K	Buy	+6,259	New	+$214K	﹤0.01%	1489
2025 Q3	–	Sell	-9,250	Closed	-$265K	–	1844
2025 Q2	$265K	Buy	+9,250	New	+$259K	﹤0.01%	1449
2016 Q4	–	Sell	-140,962	Closed	-$5.97M	–	735
2016 Q3	$5.97M	Sell	140,962 -101,568	-42%	-$4.33M	0.04%	239
2016 Q2	$10.3M	Buy	+242,530	New	+$10.3M	0.06%	250

Other funds holding UFCS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mackenzie Financial's UFCS Position: Q2 2026 in Review

Mackenzie Financial opened a new position in United Fire Group (UFCS) in Q2 2026: 3,880 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1495 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in UFCS as recently as Q4 2025.

Mackenzie Financial first reported a position in UFCS in Q2 2016 and has held it in 5 quarters since. The position peaked at $10.3M in Q2 2016. 230 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

Mackenzie Financial held 3,880 shares of United Fire Group worth $203K as of Q2 2026.
United Fire Group was a new Mackenzie Financial position in Q2 2026.
United Fire Group made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1495 holding.
Mackenzie Financial first reported a position in United Fire Group in Q2 2016 and has held it in 5 quarters since.
Mackenzie Financial's United Fire Group position peaked at $10.3M in Q2 2016.
230 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

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