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Root Financial Partners’s United Fire Group UFCS Stock Holding History

Root Financial Partners’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 		– Sell
-20
Closed -$741 – 3011
2026
Q1 		$741 Buy
+20
New +$738 ﹤0.01% 2721

Other funds holding UFCS

WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Root Financial Partners's UFCS Position: Q2 2026 in Review

Root Financial Partners sold out of United Fire Group (UFCS) in Q2 2026, closing a stake of 20 shares — an estimated $741 sold.

Root Financial Partners first reported a position in UFCS in Q1 2026 and held it in 1 quarter. The position peaked at $741 in Q1 2026. 39 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Root Financial Partners reported no remaining United Fire Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 20 United Fire Group shares in Q2 2026, an estimated $741.
  • Root Financial Partners first reported a position in United Fire Group in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's United Fire Group position peaked at $741 in Q1 2026.
  • 39 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.