Stifel Financial
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Stifel Financial’s United Fire Group UFCS Stock Holding History

Stifel Financial’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 		$298K Buy
5,680
+52
+0.9% +$2.31K ﹤0.01% 3290
2026
Q1 		$209K Sell
5,628
-31
-0.5% -$1.14K ﹤0.01% 3402
2025
Q4 		$206K Buy
+5,659
New +$193K ﹤0.01% 3370
2025
Q2 		– Sell
-10,465
Closed -$308K – 3583
2025
Q1 		$308K Sell
10,465
-983
-9% -$26.6K ﹤0.01% 2952
2024
Q4 		$326K Buy
11,448
+147
+1% +$3.71K ﹤0.01% 2920
2024
Q3 		$237K Buy
11,301
+253
+2% +$5.24K ﹤0.01% 3073
2024
Q2 		$237K Sell
11,048
-251
-2% -$5.55K ﹤0.01% 3031
2024
Q1 		$246K Sell
11,299
-237
-2% -$5.27K ﹤0.01% 3009
2023
Q4 		$232K Buy
11,536
+888
+8% +$18K ﹤0.01% 2994
2023
Q3 		$210K Buy
10,648
+738
+7% +$15.4K ﹤0.01% 2973
2023
Q2 		$225K Sell
9,910
-516
-5% -$12.7K ﹤0.01% 2981
2023
Q1 		$277K Buy
10,426
+453
+5% +$12.9K ﹤0.01% 2866
2022
Q4 		$273K Buy
9,973
+2,238
+29% +$65.3K ﹤0.01% 2815
2022
Q3 		$222K Buy
7,735
+987
+15% +$30.5K ﹤0.01% 2894
2022
Q2 		$231K Sell
6,748
-491
-7% -$15.3K ﹤0.01% 2901
2022
Q1 		$225K Buy
+7,239
New +$192K ﹤0.01% 3050
2021
Q2 		– Sell
-6,097
Closed -$212K – 3387
2021
Q1 		$212K Buy
+6,097
New +$192K ﹤0.01% 2989
2019
Q1 		– Sell
-4,269
Closed -$237K – 2856
2018
Q4 		$237K Sell
4,269
-297
-7% -$15.3K ﹤0.01% 2367
2018
Q3 		$232K Buy
4,566
+48
+1% +$2.56K ﹤0.01% 2497
2018
Q2 		$246K Sell
4,518
-982
-18% -$51K ﹤0.01% 2427
2018
Q1 		$263K Sell
5,500
-120
-2% -$5.4K ﹤0.01% 2321
2017
Q4 		$256K Hold
5,620
– – ﹤0.01% 2292
2017
Q3 		$257K Hold
5,620
– – ﹤0.01% 2237
2017
Q2 		$248K Buy
5,620
+136
+2% +$5.9K ﹤0.01% 2223
2017
Q1 		$235K Buy
5,484
+549
+11% +$24.7K ﹤0.01% 2227
2016
Q4 		$243K Buy
+4,935
New +$219K ﹤0.01% 2162

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

Stifel Financial's UFCS Position: Q2 2026 in Review

Stifel Financial increased its United Fire Group (UFCS) stake by 0.92% in Q2 2026, buying an estimated $2.31K and bringing the position to 5,680 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #3290.

Stifel Financial first reported a position in UFCS in Q4 2016 and has held it in 26 quarters since. The position peaked at $326K in Q4 2024. 231 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Stifel Financial held 5,680 shares of United Fire Group worth $298K as of Q2 2026.
  • Stifel Financial bought 52 United Fire Group shares in Q2 2026, an estimated $2.31K.
  • United Fire Group made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3290 holding.
  • Stifel Financial first reported a position in United Fire Group in Q4 2016 and has held it in 26 quarters since.
  • Stifel Financial's United Fire Group position peaked at $326K in Q4 2024.
  • 231 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.