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Sunbelt Securities’s United Fire Group UFCS Stock Holding History

Sunbelt Securities’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 		$593 Hold
16
– – ﹤0.01% 2240
2025
Q4 		$582 Hold
16
– – ﹤0.01% 2213
2025
Q3 		$487 Buy
+16
New +$471 ﹤0.01% 2231

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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Sunbelt Securities's UFCS Position: Q1 2026 in Review

Sunbelt Securities held its United Fire Group (UFCS) position steady in Q1 2026 at 16 shares worth $593. The position accounts for ﹤0.01% of the portfolio, ranked #2240.

Sunbelt Securities first reported a position in UFCS in Q3 2025 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold UFCS as of Q1 2026.

  • Sunbelt Securities held 16 shares of United Fire Group worth $593 as of Q1 2026.
  • Sunbelt Securities left its United Fire Group share count unchanged in Q1 2026.
  • United Fire Group made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2240 holding.
  • Sunbelt Securities first reported a position in United Fire Group in Q3 2025 and has held it in 3 quarters since.
  • 220 funds tracked by Wall St. Rank held United Fire Group as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.