PWPS
UFCS icon

Pinnacle Wealth Planning Services’s United Fire Group UFCS Stock Holding History

Pinnacle Wealth Planning Services’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 		$22K Buy
419
+11
+3% +$489 ﹤0.01% 1733
2026
Q1 		$15.1K Buy
408
+24
+6% +$886 ﹤0.01% 1826
2025
Q4 		$14K Buy
+384
New +$13.1K ﹤0.01% 1878
2021
Q1 		– Sell
-721
Closed -$18K – 1842
2020
Q4 		$18K Buy
+721
New +$16.4K ﹤0.01% 1203

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

Pinnacle Wealth Planning Services's UFCS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its United Fire Group (UFCS) stake by 2.7% in Q2 2026, buying an estimated $489 and bringing the position to 419 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

Pinnacle Wealth Planning Services first reported a position in UFCS in Q4 2020 and has held it in 4 quarters since. 231 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Pinnacle Wealth Planning Services held 419 shares of United Fire Group worth $22K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 11 United Fire Group shares in Q2 2026, an estimated $489.
  • United Fire Group made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1733 holding.
  • Pinnacle Wealth Planning Services first reported a position in United Fire Group in Q4 2020 and has held it in 4 quarters since.
  • 231 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.