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Private Wealth Asset Management’s United Fire Group UFCS Stock Holding History

Private Wealth Asset Management’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 		$105K Hold
2,000
– – 0.01% 327
2026
Q1 		$74.1K Hold
2,000
– – 0.01% 364
2025
Q4 		$72.7K Hold
2,000
– – 0.01% 364
2025
Q3 		$60.8K Hold
2,000
– – 0.01% 365
2025
Q2 		$57.4K Hold
2,000
– – 0.01% 373
2025
Q1 		$58.9K Buy
+2,000
New +$54K 0.01% 364

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

Private Wealth Asset Management's UFCS Position: Q2 2026 in Review

Private Wealth Asset Management held its United Fire Group (UFCS) position steady in Q2 2026 at 2,000 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #327.

Private Wealth Asset Management first reported a position in UFCS in Q1 2025 and has held it in 6 quarters since. 231 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Private Wealth Asset Management held 2,000 shares of United Fire Group worth $105K as of Q2 2026.
  • Private Wealth Asset Management left its United Fire Group share count unchanged in Q2 2026.
  • United Fire Group made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #327 holding.
  • Private Wealth Asset Management first reported a position in United Fire Group in Q1 2025 and has held it in 6 quarters since.
  • 231 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.