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UFCS icon

&Partners’s United Fire Group UFCS Stock Holding History

&Partners’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 		$550K Sell
10,489
-540
-5% -$24K ﹤0.01% 1784
2026
Q1 		$400K Sell
11,029
-1,204
-10% -$44.4K ﹤0.01% 1816
2025
Q4 		$445K Buy
12,233
+873
+8% +$29.8K ﹤0.01% 1684
2025
Q3 		$345K Buy
11,360
+529
+5% +$15.6K ﹤0.01% 1672
2025
Q2 		$304K Buy
10,831
+1,484
+16% +$41.5K ﹤0.01% 1621
2025
Q1 		$277K Buy
9,347
+422
+5% +$11.4K ﹤0.01% 1445
2024
Q4 		$251K Buy
+8,925
New +$225K ﹤0.01% 1424

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

&Partners's UFCS Position: Q2 2026 in Review

&Partners reduced its United Fire Group (UFCS) stake by 4.9% in Q2 2026, selling an estimated $24K and leaving 10,489 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

&Partners first reported a position in UFCS in Q4 2024 and has held it in 7 quarters since. 231 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • &Partners held 10,489 shares of United Fire Group worth $550K as of Q2 2026.
  • &Partners sold 540 United Fire Group shares in Q2 2026, an estimated $24K.
  • United Fire Group made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1784 holding.
  • &Partners first reported a position in United Fire Group in Q4 2024 and has held it in 7 quarters since.
  • 231 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.