Osaic Holdings
UFCS icon

Osaic Holdings’s United Fire Group UFCS Stock Holding History

Osaic Holdings’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 		$212K Buy
4,045
+55
+1% +$2.44K ﹤0.01% 4387
2026
Q1 		$148K Sell
3,990
-39
-1% -$1.44K ﹤0.01% 4395
2025
Q4 		$146K Sell
4,029
-4,312
-52% -$147K ﹤0.01% 4384
2025
Q3 		$256K Buy
8,341
+14
+0.2% +$413 ﹤0.01% 4010
2025
Q2 		$239K Buy
8,327
+133
+2% +$3.72K ﹤0.01% 3780
2025
Q1 		$241K Sell
8,194
-706
-8% -$19.1K ﹤0.01% 3478
2024
Q4 		$253K Buy
8,900
+4,794
+117% +$121K ﹤0.01% 3394
2024
Q3 		$85.9K Sell
4,106
-249
-6% -$5.15K ﹤0.01% 4340
2024
Q2 		$93.6K Sell
4,355
-87
-2% -$1.92K ﹤0.01% 4195
2024
Q1 		$96.7K Sell
4,442
-4,518
-50% -$100K ﹤0.01% 4277
2023
Q4 		$180K Sell
8,960
-301
-3% -$6.1K ﹤0.01% 4008
2023
Q3 		$183K Buy
9,261
+2,210
+31% +$46.3K ﹤0.01% 4058
2023
Q2 		$160K Sell
7,051
-48
-0.7% -$1.19K ﹤0.01% 4069
2023
Q1 		$189K Sell
7,099
-92
-1% -$2.62K ﹤0.01% 3915
2022
Q4 		$197K Sell
7,191
-305
-4% -$8.9K ﹤0.01% 3856
2022
Q3 		$216K Buy
7,496
+383
+5% +$11.8K ﹤0.01% 3663
2022
Q2 		$243K Sell
7,113
-127
-2% -$3.96K ﹤0.01% 3605
2022
Q1 		$225K Buy
7,240
+608
+9% +$16.1K ﹤0.01% 3934
2021
Q4 		$154K Buy
6,632
+74
+1% +$1.66K ﹤0.01% 4202
2021
Q3 		$151K Buy
6,558
+52
+0.8% +$1.3K ﹤0.01% 4170
2021
Q2 		$180K Sell
6,506
-206
-3% -$6.42K ﹤0.01% 3948
2021
Q1 		$233K Buy
6,712
+1,922
+40% +$60.6K ﹤0.01% 3601
2020
Q4 		$120K Buy
4,790
+67
+1% +$1.53K ﹤0.01% 3917
2020
Q3 		$96K Buy
4,723
+243
+5% +$6.08K ﹤0.01% 3865
2020
Q2 		$123K Buy
4,480
+1,116
+33% +$31.5K ﹤0.01% 3547
2020
Q1 		$109K Buy
+3,364
New +$136K ﹤0.01% 3403

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

Osaic Holdings's UFCS Position: Q2 2026 in Review

Osaic Holdings increased its United Fire Group (UFCS) stake by 1.4% in Q2 2026, buying an estimated $2.44K and bringing the position to 4,045 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #4387.

Osaic Holdings first reported a position in UFCS in Q1 2020 and has held it in 26 quarters since. The position peaked at $256K in Q3 2025. 230 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Osaic Holdings held 4,045 shares of United Fire Group worth $212K as of Q2 2026.
  • Osaic Holdings bought 55 United Fire Group shares in Q2 2026, an estimated $2.44K.
  • United Fire Group made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4387 holding.
  • Osaic Holdings first reported a position in United Fire Group in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's United Fire Group position peaked at $256K in Q3 2025.
  • 230 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.