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

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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. 20 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.
20 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.