Physician Wealth Advisors’s United Fire Group UFCS Stock Holding History

Physician Wealth 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
2026 Q2	$1.84K	Hold	35	–	–	﹤0.01%	1544
2026 Q1	$1.3K	Hold	35	–	–	﹤0.01%	1541
2025 Q4	$1.27K	Hold	35	–	–	﹤0.01%	1496
2025 Q3	$1.06K	Sell	35 -22	-39%	-$648	﹤0.01%	1535
2025 Q2	$1.64K	Buy	+57	New	+$1.59K	﹤0.01%	1131

Other funds holding UFCS

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Physician Wealth Advisors's UFCS Position: Q2 2026 in Review

Physician Wealth Advisors held its United Fire Group (UFCS) position steady in Q2 2026 at 35 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Physician Wealth Advisors first reported a position in UFCS in Q2 2025 and has held it in 5 quarters since. 47 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

Physician Wealth Advisors held 35 shares of United Fire Group worth $1.84K as of Q2 2026.
Physician Wealth Advisors left its United Fire Group share count unchanged in Q2 2026.
United Fire Group made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1544 holding.
Physician Wealth Advisors first reported a position in United Fire Group in Q2 2025 and has held it in 5 quarters since.
47 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.