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
Q2 		$5.51M Buy
105,036
+69,510
+196% +$3.09M ﹤0.01% 2659
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 $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 $3.38T AUM 44.17% 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

Raymond James Financial's UFCS Position: Q2 2026 in Review

Raymond James Financial increased its United Fire Group (UFCS) stake by 196% in Q2 2026, buying an estimated $3.09M and bringing the position to 105,036 shares worth $5.51M. The position accounts for ﹤0.01% of the portfolio, ranked #2659.

Raymond James Financial first reported a position in UFCS in Q4 2024 and has held it in 7 quarters since. 230 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Raymond James Financial held 105,036 shares of United Fire Group worth $5.51M as of Q2 2026.
  • Raymond James Financial bought 69,510 United Fire Group shares in Q2 2026, an estimated $3.09M.
  • United Fire Group made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2659 holding.
  • Raymond James Financial first reported a position in United Fire Group in Q4 2024 and has held it in 7 quarters since.
  • 230 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.