USA FINANCIAL FORMULAS’s United Fire Group UFCS Stock Holding History

USA FINANCIAL FORMULAS’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	$62.7K	Buy	+1,196	New	+$53.1K	0.01%	242

Other funds holding UFCS

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

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

USA FINANCIAL FORMULAS's UFCS Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in United Fire Group (UFCS) in Q2 2026: 1,196 shares worth $62.7K. The stake represents 0.01% of the portfolio and ranks #242 among its holdings.

56 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

USA FINANCIAL FORMULAS held 1,196 shares of United Fire Group worth $62.7K as of Q2 2026.
United Fire Group was a new USA FINANCIAL FORMULAS position in Q2 2026.
United Fire Group made up 0.01% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #242 holding.
56 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.