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 Q3	$6.57K	Hold	125	–	–	﹤0.01%	1236
2026 Q2	$6.56K	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

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

True Wealth Design's UFCS Position: Q3 2026 in Review

True Wealth Design held its United Fire Group (UFCS) position steady in Q3 2026 at 125 shares worth $6.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

True Wealth Design first reported a position in UFCS in Q3 2024 and has held it in 8 quarters since. 31 funds tracked by Wall St. Rank hold UFCS as of Q3 2026.

True Wealth Design held 125 shares of United Fire Group worth $6.57K as of Q3 2026.
True Wealth Design left its United Fire Group share count unchanged in Q3 2026.
United Fire Group made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1236 holding.
True Wealth Design first reported a position in United Fire Group in Q3 2024 and has held it in 8 quarters since.
31 funds tracked by Wall St. Rank held United Fire Group as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.