Merriman Wealth Management’s United Fire Group UFCS Stock Holding History

Merriman Wealth 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
2024 Q4	$980K	Hold	34,439	–	–	0.04%	85
2024 Q3	$721K	Hold	34,439	–	–	0.03%	119
2024 Q2	$740K	Hold	34,439	–	–	0.03%	115
2024 Q1	$750K	Sell	34,439 -8,896	-21%	-$198K	0.03%	113
2023 Q4	$872K	Hold	43,335	–	–	0.04%	101
2023 Q3	$856K	Hold	43,335	–	–	0.04%	90
2023 Q2	$982K	Buy	+43,335	New	+$1.07M	0.05%	104

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 Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Merriman Wealth Management's UFCS Position: Q4 2024 in Review

Merriman Wealth Management held its United Fire Group (UFCS) position steady in Q4 2024 at 34,439 shares worth $980K. The position accounts for 0.04% of the portfolio, ranked #85.

Merriman Wealth Management first reported a position in UFCS in Q2 2023 and has held it in 7 quarters since. The position peaked at $982K in Q2 2023. 173 funds tracked by Wall St. Rank hold UFCS as of Q4 2024.

Merriman Wealth Management held 34,439 shares of United Fire Group worth $980K as of Q4 2024.
Merriman Wealth Management left its United Fire Group share count unchanged in Q4 2024.
United Fire Group made up 0.04% of Merriman Wealth Management's portfolio in Q4 2024, its #85 holding.
Merriman Wealth Management first reported a position in United Fire Group in Q2 2023 and has held it in 7 quarters since.
Merriman Wealth Management's United Fire Group position peaked at $982K in Q2 2023.
173 funds tracked by Wall St. Rank held United Fire Group as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.