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True Wealth Design’s United Fire Group UFCS Stock Holding History

True Wealth Design’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 		$6.55K Sell
125
-19
-13% -$844 ﹤0.01% 1216
2026
Q1 		$5.34K Sell
144
-1
-0.7% -$37 ﹤0.01% 1187
2025
Q4 		$5.27K Buy
145
+3
+2% +$103 ﹤0.01% 1070
2025
Q3 		$4.32K Buy
142
+39
+38% +$1.15K ﹤0.01% 1138
2025
Q2 		$2.96K Buy
103
+93
+930% +$2.6K ﹤0.01% 1011
2025
Q1 		$295 Buy
+10
New +$270 ﹤0.01% 1787
2024
Q4 		– Sell
-65
Closed -$1.36K – 1518
2024
Q3 		$1.36K Buy
+65
New +$1.34K ﹤0.01% 893

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

True Wealth Design's UFCS Position: Q2 2026 in Review

True Wealth Design reduced its United Fire Group (UFCS) stake by 13% in Q2 2026, selling an estimated $844 and leaving 125 shares worth $6.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

True Wealth Design first reported a position in UFCS in Q3 2024 and has held it in 7 quarters since. 231 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • True Wealth Design held 125 shares of United Fire Group worth $6.55K as of Q2 2026.
  • True Wealth Design sold 19 United Fire Group shares in Q2 2026, an estimated $844.
  • United Fire Group made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1216 holding.
  • True Wealth Design first reported a position in United Fire Group in Q3 2024 and has held it in 7 quarters since.
  • 231 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.