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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
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Smartleaf Asset Management's UFCS Position: Q1 2026 in Review

Smartleaf Asset Management reduced its United Fire Group (UFCS) stake by 19% in Q1 2026, selling an estimated $4.72K and leaving 558 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1932.

Smartleaf Asset Management first reported a position in UFCS in Q2 2024 and has held it in 8 quarters since. The position peaked at $25.1K in Q4 2025. 219 funds tracked by Wall St. Rank hold UFCS as of Q1 2026.

  • Smartleaf Asset Management held 558 shares of United Fire Group worth $20.8K as of Q1 2026.
  • Smartleaf Asset Management sold 128 United Fire Group shares in Q1 2026, an estimated $4.72K.
  • United Fire Group made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1932 holding.
  • Smartleaf Asset Management first reported a position in United Fire Group in Q2 2024 and has held it in 8 quarters since.
  • Smartleaf Asset Management's United Fire Group position peaked at $25.1K in Q4 2025.
  • 219 funds tracked by Wall St. Rank held United Fire Group as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.