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Twin Peaks Wealth Advisors’s United Fire Group UFCS Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-103
Closed -$3.82K – 2073
2026
Q1 		$3.82K Buy
+103
New +$3.8K ﹤0.01% 1487
2025
Q3 		– Sell
-18
Closed -$550 – 1999
2025
Q2 		$550 Buy
+18
New +$503 ﹤0.01% 1895

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

Twin Peaks Wealth Advisors's UFCS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of United Fire Group (UFCS) in Q2 2026, closing a stake of 103 shares — an estimated $3.82K sold.

Twin Peaks Wealth Advisors first reported a position in UFCS in Q2 2025 and held it in 2 quarters. The position peaked at $3.82K in Q1 2026. 230 funds tracked by Wall St. Rank hold UFCS as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining United Fire Group position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 103 United Fire Group shares in Q2 2026, an estimated $3.82K.
  • Twin Peaks Wealth Advisors first reported a position in United Fire Group in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's United Fire Group position peaked at $3.82K in Q1 2026.
  • 230 funds tracked by Wall St. Rank held United Fire Group as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.