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Smartleaf Asset Management’s United Fire Group UFCS Stock Holding History

Smartleaf 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 		$29.4K Hold
558
– – ﹤0.01% 1803
2026
Q1 		$20.8K Sell
558
-128
-19% -$4.72K ﹤0.01% 1932
2025
Q4 		$25.1K Buy
686
+387
+129% +$13.2K ﹤0.01% 1910
2025
Q3 		$9K Buy
299
+215
+256% +$6.33K ﹤0.01% 2159
2025
Q2 		$2.39K Sell
84
-34
-29% -$951 ﹤0.01% 2281
2025
Q1 		$3.5K Hold
118
– – ﹤0.01% 2319
2024
Q4 		$3.35K Hold
118
– – ﹤0.01% 2382
2024
Q3 		$2.45K Buy
118
+50
+74% +$1.03K ﹤0.01% 2415
2024
Q2 		$1.43K Buy
+68
New +$1.5K ﹤0.01% 2329

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

Smartleaf Asset Management's UFCS Position: Q2 2026 in Review

Smartleaf Asset Management held its United Fire Group (UFCS) position steady in Q2 2026 at 558 shares worth $29.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

Smartleaf Asset Management first reported a position in UFCS in Q2 2024 and has held it in 9 quarters since. 230 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Smartleaf Asset Management held 558 shares of United Fire Group worth $29.4K as of Q2 2026.
  • Smartleaf Asset Management left its United Fire Group share count unchanged in Q2 2026.
  • United Fire Group made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1803 holding.
  • Smartleaf Asset Management first reported a position in United Fire Group in Q2 2024 and has held it in 9 quarters since.
  • 230 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.