Physician Wealth Advisors
UFCS icon

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
Q3 		$2.95K Buy
56
+21
+60% +$1.12K ﹤0.01% 1373
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Hillsdale Investment Management
Hillsdale Investment Management Toronto, Ontario, Canada $4.42B AUM 54.57% 1-Year Est. Return

Physician Wealth Advisors's UFCS Position: Q3 2026 in Review

Physician Wealth Advisors increased its United Fire Group (UFCS) stake by 60% in Q3 2026, buying an estimated $1.12K and bringing the position to 56 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

Physician Wealth Advisors first reported a position in UFCS in Q2 2025 and has held it in 6 quarters since. 187 funds tracked by Wall St. Rank hold UFCS as of Q3 2026.

  • Physician Wealth Advisors held 56 shares of United Fire Group worth $2.95K as of Q3 2026.
  • Physician Wealth Advisors bought 21 United Fire Group shares in Q3 2026, an estimated $1.12K.
  • United Fire Group made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1373 holding.
  • Physician Wealth Advisors first reported a position in United Fire Group in Q2 2025 and has held it in 6 quarters since.
  • 187 funds tracked by Wall St. Rank held United Fire Group as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.