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Sound Income Strategies’s United Fire Group UFCS Stock Holding History

Sound Income Strategies’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
-92
Closed -$3.37K – 2270
2026
Q1 		$3.37K Buy
92
+1
+1% +$37 ﹤0.01% 1994
2025
Q4 		$3.24K Buy
+91
New +$3.11K ﹤0.01% 1991

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
VCM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sound Income Strategies's UFCS Position: Q2 2026 in Review

Sound Income Strategies sold out of United Fire Group (UFCS) in Q2 2026, closing a stake of 92 shares — an estimated $3.37K sold.

Sound Income Strategies first reported a position in UFCS in Q4 2025 and held it in 2 quarters. The position peaked at $3.37K in Q1 2026. 168 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Sound Income Strategies reported no remaining United Fire Group position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 92 United Fire Group shares in Q2 2026, an estimated $3.37K.
  • Sound Income Strategies first reported a position in United Fire Group in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's United Fire Group position peaked at $3.37K in Q1 2026.
  • 168 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.