Raymond James Financial
UFCS icon

Raymond James Financial’s United Fire Group UFCS Stock Holding History

Raymond James Financial’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
Q1 		$1.32M Sell
35,526
-733
-2% -$27K ﹤0.01% 3663
2025
Q4 		$1.32M Buy
36,259
+2,039
+6% +$69.7K ﹤0.01% 3600
2025
Q3 		$1.04M Hold
34,220
– – ﹤0.01% 3650
2025
Q2 		$982K Sell
34,220
-237
-0.7% -$6.63K ﹤0.01% 3601
2025
Q1 		$1.02M Hold
34,457
– – ﹤0.01% 3482
2024
Q4 		$980K Buy
+34,457
New +$869K ﹤0.01% 3466

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 $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Raymond James Financial's UFCS Position: Q1 2026 in Review

Raymond James Financial reduced its United Fire Group (UFCS) stake by 2% in Q1 2026, selling an estimated $27K and leaving 35,526 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #3663.

Raymond James Financial first reported a position in UFCS in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.32M in Q4 2025. 220 funds tracked by Wall St. Rank hold UFCS as of Q1 2026.

  • Raymond James Financial held 35,526 shares of United Fire Group worth $1.32M as of Q1 2026.
  • Raymond James Financial sold 733 United Fire Group shares in Q1 2026, an estimated $27K.
  • United Fire Group made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3663 holding.
  • Raymond James Financial first reported a position in United Fire Group in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's United Fire Group position peaked at $1.32M in Q4 2025.
  • 220 funds tracked by Wall St. Rank held United Fire Group as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.