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Stephens Consulting’s United Fire Group UFCS Stock Holding History

Stephens Consulting’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
2025
Q2 		– Sell
-15
Closed -$442 – 1965
2025
Q1 		$442 Buy
+15
New +$405 ﹤0.01% 954

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State Street
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SFM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Stephens Consulting's UFCS Position: Q2 2025 in Review

Stephens Consulting sold out of United Fire Group (UFCS) in Q2 2025, closing a stake of 15 shares — an estimated $442 sold.

Stephens Consulting first reported a position in UFCS in Q1 2025 and held it in 1 quarter. The position peaked at $442 in Q1 2025. 178 funds tracked by Wall St. Rank hold UFCS as of Q2 2025.

  • Stephens Consulting reported no remaining United Fire Group position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 15 United Fire Group shares in Q2 2025, an estimated $442.
  • Stephens Consulting first reported a position in United Fire Group in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's United Fire Group position peaked at $442 in Q1 2025.
  • 178 funds tracked by Wall St. Rank held United Fire Group as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.