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Sierra Summit Advisors’s United Fire Group UFCS Stock Holding History

Sierra Summit Advisors’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
-25,171
Closed -$933K – 236
2026
Q1 		$933K Buy
+25,171
New +$929K 0.14% 113
2025
Q2 		– Sell
-25,031
Closed -$737K – 215
2025
Q1 		$737K Buy
+25,031
New +$676K 0.16% 94

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

Sierra Summit Advisors's UFCS Position: Q2 2026 in Review

Sierra Summit Advisors sold out of United Fire Group (UFCS) in Q2 2026, closing a stake of 25,171 shares — an estimated $933K sold.

Sierra Summit Advisors first reported a position in UFCS in Q1 2025 and held it in 2 quarters. The position peaked at $933K in Q1 2026. 231 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Sierra Summit Advisors reported no remaining United Fire Group position as of Q2 2026 after selling out during the quarter.
  • Sierra Summit Advisors sold 25,171 United Fire Group shares in Q2 2026, an estimated $933K.
  • Sierra Summit Advisors first reported a position in United Fire Group in Q1 2025 and held it in 2 quarters.
  • Sierra Summit Advisors's United Fire Group position peaked at $933K in Q1 2026.
  • 231 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.