NewEdge Advisors’s United Fire Group UFCS Stock Holding History

NewEdge Advisors’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
2025 Q2	–	Sell	-2,499	Closed	-$73.6K	–	4160
2025 Q1	$73.6K	Buy	2,499 +375	+18%	+$10.1K	﹤0.01%	2400
2024 Q4	$60.4K	Buy	+2,124	New	+$53.5K	﹤0.01%	2461
2023 Q2	–	Sell	-172	Closed	-$4.57K	–	3635
2023 Q1	$4.57K	Sell	172 -1,701	-91%	-$48.4K	﹤0.01%	2808
2022 Q4	$43.1K	Buy	+1,873	New	+$54.7K	﹤0.01%	1782

Other funds holding UFCS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

NewEdge Advisors's UFCS Position: Q2 2025 in Review

NewEdge Advisors sold out of United Fire Group (UFCS) in Q2 2025, closing a stake of 2,499 shares — an estimated $73.6K sold.

NewEdge Advisors first reported a position in UFCS in Q4 2022 and held it in 4 quarters. The position peaked at $73.6K in Q1 2025. 178 funds tracked by Wall St. Rank hold UFCS as of Q2 2025.

NewEdge Advisors reported no remaining United Fire Group position as of Q2 2025 after selling out during the quarter.
NewEdge Advisors sold 2,499 United Fire Group shares in Q2 2025, an estimated $73.6K.
NewEdge Advisors first reported a position in United Fire Group in Q4 2022 and held it in 4 quarters.
NewEdge Advisors's United Fire Group position peaked at $73.6K in Q1 2025.
178 funds tracked by Wall St. Rank held United Fire Group as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.