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MAI Capital Management’s United Fire Group UFCS Stock Holding History

MAI Capital Management’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 		– Sell
-169
Closed -$6.26K – 4559
2026
Q1 		$6.26K Buy
169
+152
+894% +$5.61K ﹤0.01% 3395
2025
Q4 		$618 Buy
+17
New +$581 ﹤0.01% 3775

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

MAI Capital Management's UFCS Position: Q2 2026 in Review

MAI Capital Management sold out of United Fire Group (UFCS) in Q2 2026, closing a stake of 169 shares — an estimated $6.26K sold.

MAI Capital Management first reported a position in UFCS in Q4 2025 and held it in 2 quarters. The position peaked at $6.26K in Q1 2026. 230 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • MAI Capital Management reported no remaining United Fire Group position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 169 United Fire Group shares in Q2 2026, an estimated $6.26K.
  • MAI Capital Management first reported a position in United Fire Group in Q4 2025 and held it in 2 quarters.
  • MAI Capital Management's United Fire Group position peaked at $6.26K in Q1 2026.
  • 230 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.